Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Deluca is a financial advisor registered with Cetera Investment Advisers LLC. Brian has been in the financial services industry since February 11, 1997. Brian holds Series 6, 7, 24, 26, 62, 63, and 65 licenses and is registered in Illinois as both a broker-dealer and an investment advisor. Brian specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
02/19/2014 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
IL
01/06/2012 - 02/24/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (OAK BROOK IL)
IL
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (OAK BROOK IL)
GA
01/17/1997 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 05/15/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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