Unclaimed
Brian Johnson is an Investment Advisor Representative at Cetera Investment Advisers LLC with over 15 years of experience in the financial services industry. Brian has held various roles at several firms, including Foresters Financial Services, Inc. and Foresters Advisory Services. Brian is licensed to provide financial advice in multiple states including Indiana, Michigan, and Texas.
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
IN
09/25/2019 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
MI
12/15/2004 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (Farmington Hills MI)
IA
Issued 11/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/28/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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