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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 Bishop is a financial advisor at Cetera Investment Advisers LLC in Enfield, CT. Brian has been in the financial industry since 1996. He has a Series 7, Series 10, Series 24, Series 63, and Series 65 license. Brian has experience working with individuals, families, and businesses. Cetera Investment Advisers LLC is a financial advisory firm that provides a variety of services, including financial planning, portfolio management, and retirement planning.
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 08/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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