Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Holmes is a financial advisor with Cetera Investment Advisers LLC. Brian has been in the financial industry since 1992 and has a broad range of experience in advising individuals, corporations, and charitable organizations. Brian is registered with the state of Ohio and holds the Series 6, 7, 63, and 65 licenses. Brian is also a registered representative with Cetera Advisors LLC and is associated with their Painesville, OH office.
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.
1
2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (PAINESVILLE OH)
OH
08/16/2002 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
02/23/2000 - 08/21/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
02/17/1992 - 02/22/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/17/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Holmes is the right advisor for you? Invested Better is here to help.
