Unclaimed
Bryan Freisinger is a financial advisor with Cetera Investment Advisers LLC. Bryan has been in the financial services industry since 2004 and holds the Series 4, 6, 7, 24, 26, 63 and 65 licenses. Bryan has experience working with a wide variety of clients, including individuals, families, businesses, and retirement plans. Bryan provides a range of services, including financial planning, portfolio management, and investment advisory services. Prior to joining Cetera Investment Advisers LLC, Bryan worked at First Allied Securities, Inc. and LPL Financial Corporation.
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
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
01/04/2010 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
03/07/2005 - 12/03/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
GA
12/08/2003 - 03/09/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 2/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/24/2006
Series 4 - Registered Options Principal Examination
BC
Issued 12/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 2/24/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/6/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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