Unclaimed
Brian Vieselmeyer is a financial advisor currently registered with Cetera Investment Advisers LLC, based in Armonk, NY. Brian has been in the industry since 2006 and has held previous registrations with MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Brian holds several licenses including Series 7, Series 9, Series 10, Series 52, Series 53, and Series 63. Brian's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Brian has a strong track record of success and is committed to providing his clients with personalized financial advice.
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
NY
01/28/2025 - Present
Cetera Investment Advisers LLC (Armonk NY)
NY
06/03/2009 - 04/02/2019
MML INVESTORS SERVICES, LLC (TARRYTOWN NY)
NY
01/05/2006 - 05/13/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WHITE PLAINS NY)
BOTH
Issued 09/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/26/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/10/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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