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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 Olmstead is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100,000 clients. Brian has over 25 years of experience in the financial services industry and has earned the Certified Financial Planner designation. Brian is registered to provide investment advisory services in California and Texas. Brian's experience includes working with individuals, high-net-worth individuals, businesses, and institutions. Brian provides financial planning services, portfolio management, and pension consulting.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL DORADO HILLS CA)
IA
Issued 10/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/29/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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