Unclaimed
Britt Fossum is a financial advisor with Cetera Investment Advisers LLC. Britt has been in the financial services industry since 2021 and has a Series 66, Series 7TO, and SIE license. Britt has previous experience working at Home Federal Savings Bank and Hy-Vee Inc. Britt is registered with the states of Iowa, Minnesota, South Dakota, and Wisconsin. Britt specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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
MN
01/28/2022 - Present
Cetera Investment Advisers LLC (ROCHESTER MN)
BOTH
Issued 01/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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