Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Magennis has been a financial professional since 1993 and is currently registered with Cetera Investment Advisers LLC. Brian has a strong background in the financial services industry, having held previous roles with VOYA Financial Advisors, Inc., Cetera Advisor Networks LLC, ING Financial Advisers, LLC and Aetna Financial Services, Inc. Brian has a deep understanding of the financial markets and is committed to providing clients with personalized financial advice and investment solutions to help them achieve their financial goals. Brian's expertise covers a broad range of financial services including financial planning, investment management, and retirement planning.
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
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (MILWAUKEE WI)
WI
12/22/2010 - 02/23/2022
VOYA FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
CA
02/10/2022 - 02/14/2022
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
WI
12/04/2003 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (MILWAUKEE WI)
CT
11/24/1993 - 07/23/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
09/14/1999 - 09/21/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 08/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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