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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 Walsh is an investment advisor representative with Cetera Investment Advisers LLC. Brian has over 26 years of experience in the securities industry. Brian is registered with the state of Maryland and holds Series 6, 7, 24, 26, 63, and 65 licenses. Brian is affiliated with Cetera Investment Advisers LLC and has worked with this firm since August 2023. Brian has previously worked at Securian Financial Services, Inc., MetLife Securities Inc., Pruco Securities, LLC., Metropolitan Life Insurance Company, and Pruco Securities Corporation. Brian is licensed to provide financial planning, pension consulting, and educational seminars, as well as portfolio management services for businesses and individuals. Brian has a strong background in providing advice to individuals, corporations, and charitable organizations.
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
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (TOWSON MD)
MD
06/19/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Towson MD)
MD
09/12/2013 - 02/10/2015
METLIFE SECURITIES INC. (Baltimore MD)
NJ
10/26/2011 - 06/20/2013
PRUCO SECURITIES, LLC. (NEWARK NJ)
CT
09/20/2002 - 09/27/2011
METLIFE SECURITIES INC. (STAMFORD CT)
CT
09/20/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (STAMFORD CT)
NJ
09/11/1996 - 08/27/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/06/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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