Unclaimed
Bryan Buchert is a registered investment advisor representative with Kera Capital Partners. Bryan has been in the financial industry for over 10 years and holds Series 6, 7, 63, and 65 securities licenses as well as the SIE. Bryan is a Certified Financial Planner. Bryan's previous experience includes positions at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MML Investors Services, LLC.
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.
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.
Consulting
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
CA
09/15/2022 - Present
Kera Capital Partners (Sacramento CA)
CA
08/31/2017 - 03/22/2021
CITIGROUP GLOBAL MARKETS INC. (Elk Grove CA)
CA
04/01/2015 - 09/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FOLSOM CA)
CA
05/12/2014 - 04/07/2015
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
IA
Issued 06/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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