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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 Matthew Teta is a financial advisor with Cetera Investment Advisers LLC. Brian has been in the financial industry for over 20 years and is registered as a broker-dealer with the state of New York and as an investment advisor in New Jersey, New York, and Texas. Brian holds the Series 6, 7, 24, 51, and 63 licenses and the Series 66 and SIE exams. Brian is also a Certified Financial Planner and Chartered Financial Consultant. Brian provides financial planning, investment management, and portfolio management services to individuals, families, and businesses. Brian is a member of the Board of Directors for the Head Start program, owns rental properties, and is also a member of the Family Enrichment Network Board.
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
NY
04/20/2022 - Present
Cetera Investment Advisers LLC (ENDICOTT NY)
NY
12/07/2000 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (ENDICOTT NY)
BOTH
Issued 8/7/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/22/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 7/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/6/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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