Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cheetsos is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Principal Securities, Inc. and has a Series 6, 7, 24, 63, SIE, and 6TO license. Brian has previously worked with Pacific Select Distributors, Inc., TD Ameritrade, Inc., Ameritrade, Inc. and First Investors Corporation. Brian specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
10/07/2020 - Present
Principal Securities, Inc. (DES MOINES IA)
NE
09/13/2006 - 07/16/2007
PACIFIC SELECT DISTRIBUTORS, INC. (OMAHA NE)
NE
04/22/2006 - 08/03/2006
TD AMERITRADE, INC. (BELLEVUE NE)
NE
10/24/2003 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NJ
09/10/1999 - 06/24/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/07/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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