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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Glenn Bishop is a financial advisor with over 27 years of experience in the industry. Brian is currently registered with Cetera Investment Advisers LLC, a firm with over 6,000 employees and over $100 billion in assets under management. Brian provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors. Brian holds Series 7, 9, 10, 24, 63 and 65 licenses and is currently registered as an investment advisor representative in Connecticut and Texas. Brian's previous roles include working for MetLife Securities, New England Securities, Tower Square Securities, Walnut Street Securities, ING Financial Advisors and Citicorp Investment Services.
ENFIELD, CT
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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CT
06/29/2023 - Present
Cetera Investment Advisers LLC (ENFIELD CT)
CT
07/12/2010 - 09/04/2013
METLIFE SECURITIES INC. (BLOOMFIELD CT)
CT
07/12/2010 - 09/04/2013
NEW ENGLAND SECURITIES (BLOOMFIELD CT)
CT
12/20/2007 - 09/04/2013
TOWER SQUARE SECURITIES, INC. (BLOOMFIELD CT)
CT
12/19/2007 - 09/03/2013
WALNUT STREET SECURITIES, INC. (BLOOMFIELD CT)
CT
01/02/2001 - 12/19/2007
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
02/23/1999 - 11/29/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CT
07/03/1996 - 01/01/1999
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 12/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/29/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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