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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 Lee Freeman is a financial advisor registered with Cetera Investment Advisers LLC. Brian has over 37 years of experience in the financial services industry and has been registered with Cetera Investment Advisers LLC since August 2023. Brian has passed several industry exams including Series 6, Series 7, Series 63, and Series 66. Brian is currently registered with the following states: Arizona, California, Colorado, Florida, Georgia, Michigan, Mississippi, Montana, Nevada, Oregon, Texas, Washington, and Wisconsin. Brian has prior experience with Securian Financial Services, Inc. and Consolidated Resources, Inc. Brian's experience includes a range of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals.
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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2
CA
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
06/23/1988 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
NA
04/29/1986 - 05/21/1988
CONSOLIDATED RESOURCES, INC.
NA
10/21/1985 - 02/24/1986
MIMLIC SALES CORPORATION
BOTH
Issued 10/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/6/1998
Series 7 - General Securities Representative Examination
BC
Issued 6/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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