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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 Stephan Wright is an Investment Advisor Representative at Cetera Investment Advisers LLC, a firm with a total of $104,468,595,111 in assets under management. Brian Stephan Wright has been in the industry since August 8, 2011. Brian Stephan Wright specializes in retirement planning, college savings, investment planning and portfolio management, insurance planning, and estate planning. Brian Stephan Wright has offices in Tigard, Oregon and is registered in 22 states.
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
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
02/19/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TIGARD OR)
OR
07/10/2013 - 12/31/2014
VOYA FINANCIAL ADVISORS, INC. (PORTLAND OR)
OR
06/21/2010 - 07/16/2013
NYLIFE SECURITIES LLC (PORTLAND OR)
BOTH
Issued 11/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 6/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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