Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Leclercq is an investment advisor representative currently affiliated with Cetera Investment Advisers LLC. Brian Leclercq has been in the securities industry since February 7, 1990. Brian Leclercq is also a registered investment advisor representative in the state of Illinois and Texas. Prior to joining Cetera Investment Advisers LLC, Brian Leclercq was affiliated with Walnut Street Securities, Inc., PNC Investments, NatCity Investments, Inc., NatCity Insurance Services, Inc. and New England Securities. Brian Leclercq has passed the Series 6, 7, 63, 65 and SIE exams. Brian Leclercq's primary office location is in Oswego, Illinois. Brian Leclercq specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
OSWEGO, IL
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
IL
07/09/2024 - Present
Cetera Investment Advisers LLC (OSWEGO IL)
IL
12/10/2009 - 09/03/2013
WALNUT STREET SECURITIES, INC. (OSWEGO IL)
IL
11/13/2009 - 12/11/2009
PNC INVESTMENTS (OSWEGO IL)
IL
04/22/1998 - 11/13/2009
NATCITY INVESTMENTS, INC. (OSWEGO IL)
OH
12/02/1997 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
02/08/1990 - 12/31/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 5/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 2/6/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Leclercq is the right advisor for you? Invested Better is here to help.
