Unclaimed
Bryan Luna is an investment advisor representative associated with Cetera Investment Advisers LLC. Bryan has been in the industry for seven years. Bryan's qualifications include passing the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Bryan is registered in 21 states and is licensed as an agent/broker in Nebraska and Missouri. Bryan has prior work experience with Securian Financial Services Inc., Minnesota Life Insurance Company, Renaissance Financial Corporation, and Monsanto Company. Bryan also has experience with co-op insurance and R.F. Brokerage, both of which were fixed insurance sales roles.
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.
1
2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
08/16/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 09/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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