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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 Gibbons is a financial advisor with Cetera Investment Advisers LLC in Annapolis, MD. Brian has been in the industry since 1997. Brian is a registered representative with Cetera Investment Advisers LLC and Cetera Investment Services LLC and has been a representative with other firms including MML Investors Services, LLC, MSI Financial Services, Inc., Wells Fargo Advisors, LLC, SunTrust Investment Services, Inc., Crestar Securities Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. Brian provides financial planning, portfolio management for businesses and individuals, and pension consulting. Brian also conducts educational seminars and assists clients with selecting other advisors. Brian is registered to provide investment advice in Maryland and Delaware.
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
01/29/2024 - Present
Cetera Investment Advisers LLC (ANNAPOLIS MD)
MD
03/25/2017 - 01/31/2024
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MA
08/15/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
MD
09/28/2009 - 02/10/2011
WELLS FARGO ADVISORS, LLC (GLEN BURNIE MD)
MD
05/26/2000 - 09/28/2009
SUNTRUST INVESTMENT SERVICES, INC. (WALDORF MD)
VA
02/20/1998 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
MN
09/29/1997 - 02/05/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/29/1997 - 02/05/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
DC
11/21/1996 - 08/18/1997
WASHINGTON INVESTMENT CORPORATION (WASHINGTON DC)
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 7/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/6/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/12/1994
Series 30 - NFA Branch Manager Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 2/1/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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