Unclaimed
Brian Webb is a financial advisor with Cetera Investment Advisers LLC, and has over 27 years of experience in the financial services industry. Brian is a Registered Representative and Investment Advisor Representative.
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.
1
2
FL
11/07/2024 - Present
Cetera Investment Advisers LLC (SPRING HILL FL)
NH
05/22/2017 - 06/03/2022
LPL FINANCIAL LLC (NORTH HAMPTON NH)
NH
03/03/2016 - 05/23/2017
INFINEX INVESTMENTS, INC. (CONCORD NH)
NH
03/31/2015 - 02/24/2016
MML INVESTORS SERVICES, LLC (NASHUA NH)
NH
03/03/2014 - 03/11/2015
WADDELL & REED (BEDFORD NH)
NH
05/15/2007 - 03/24/2014
CCO INVESTMENT SERVICES CORP. (EXETER NH)
NH
03/03/2003 - 05/03/2007
INVESTORS CAPITAL CORP. (BEDFORD NH)
NY
05/28/1999 - 11/27/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
12/07/1994 - 06/16/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 09/17/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/23/2004
Series 4 - Registered Options Principal Examination
BC
Issued 06/16/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/06/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 3 - National Commodity Futures Examination
BC
Issued 03/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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