Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Luna is a financial advisor with Cetera Investment Advisers LLC. Bryan has been in the financial services industry since August 15, 2016. Bryan holds the Series 7 and Series 66 licenses and the SIE exam. Bryan is registered to provide investment advice in 21 states, including Nebraska, Texas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kansas, Kentucky, Mississippi, Missouri, New Mexico, New York, Oklahoma, South Dakota, Washington, and Virginia. Bryan is also a registered Investment Advisor representative in Nebraska and Texas. Cetera Investment Advisers LLC is a Registered Investment Advisor (RIA) with offices in Schaumburg, Illinois and other locations across the country. The firm provides financial planning, portfolio management, and other investment advisory services to individuals, families, businesses, and institutions.
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
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 9/3/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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