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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 Miller is a financial advisor with Cetera Investment Advisers LLC, a firm located in Schaumburg, Illinois. Brian has been in the financial industry since 2001 and holds Series 6, 7, 24, 26, 51, and 66 securities licenses. Brian specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Brian is also a member of the Perry Township Education Foundation and the Indy Premier Soccer Club Board of Directors.
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
IN
01/12/2023 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
10/18/2001 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
BOTH
Issued 8/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 9/14/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 8/17/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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