Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lutz is a financial advisor who has been in the industry since December 15, 2000. Brian is currently registered with Cetera Investment Advisers LLC. Brian has previously been registered with Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., SunTrust Investment Services, Inc., Deutsche Banc Alex. Brown Inc., and DB ALEX. BROWN LLC. Brian has a wide range of experience in the financial services industry, and is committed to providing his clients with personalized financial advice.
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
MD
12/21/2023 - Present
Cetera Investment Advisers LLC (BALTIMORE MD)
MD
10/02/2013 - 09/15/2022
WELLS FARGO CLEARING SERVICES, LLC (TIMONIUM MD)
MD
10/23/2009 - 10/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEL AIR MD)
MD
01/09/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (COLUMBIA MD)
MD
02/13/2002 - 01/29/2009
SUNTRUST INVESTMENT SERVICES, INC. (BOWIE MD)
NY
01/13/2001 - 02/08/2002
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
12/12/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
BOTH
Issued 3/4/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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