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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 Keith West is a financial advisor with Cetera Investment Advisers LLC based in Vicksburg, Mississippi. Brian West has over 17 years of experience in the financial services industry. Brian West is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR) and holds licenses to sell securities in several states. Previously, Brian West was employed by LPL Financial LLC and UVEST Financial Services Group, Inc. Brian West has a strong track record of providing personalized financial advice to individuals and families. Brian West is committed to helping clients achieve their financial goals.
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
MS
11/07/2022 - Present
Cetera Investment Advisers LLC (VICKSBURG MS)
MS
07/05/2011 - 08/12/2022
LPL FINANCIAL LLC (VICKSBURG MS)
MS
02/23/2007 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (VICKSBURG MS)
CO
08/03/2005 - 01/16/2007
WELLS FARGO INVESTMENTS, LLC (BRIGHTON CO)
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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