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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. Brian has been working in the financial services industry since April 1998. Brian has a wide range of experience and expertise in the industry. Brian is registered with FINRA as a General Securities Representative and a Municipal Securities Principal. Brian is also registered with the Securities Industry Essentials (SIE) Examination. Brian is a Certified Financial Planner. Brian has a strong track record of success in providing financial advice to individuals, families, and businesses. Brian is committed to helping clients achieve their financial goals.
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 04/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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