Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Megley is a financial professional with over 30 years of experience in the financial services industry. Brian is a registered representative with Cetera Investment Advisers LLC and is licensed to provide investment advice in Rhode Island and Texas. He is also a licensed insurance agent in Rhode Island. Brian has held previous positions at Investors Capital Corporation, Wells Fargo Advisors Financial Network, LLC, UBS Financial Services Inc., and A. G. Edwards & Sons, Inc. Brian is dedicated to helping his clients reach their financial goals and provides a range of financial services, including financial planning, portfolio management, and insurance. Brian's primary focus is on high-net-worth individuals and families. He is committed to providing personalized service and building long-term relationships with his clients.
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
RI
03/21/2024 - Present
Cetera Investment Advisers LLC (NEWPORT RI)
RI
03/04/2013 - 10/03/2016
INVESTORS CAPITAL CORP. (NEWPORT RI)
RI
11/02/2007 - 02/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEWPORT RI)
RI
03/08/2002 - 11/14/2007
UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)
MO
01/26/1993 - 04/09/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Megley is the right advisor for you? Invested Better is here to help.
