Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Bogen is a financial advisor with Cetera Investment Advisers LLC and Spectrum Financial Strategies Inc. Bryan has over 30 years of experience in the financial services industry. Bryan has been active in the financial services industry since October 3, 1991. Bryan holds the Series 7, 24, 27, 63, 65, 99TO, and SIE securities licenses and is a Certified Financial Planner. Bryan is registered to conduct business in Arizona, California, Connecticut, District of Columbia, Florida, Hawaii, Massachusetts, Nevada, New Mexico, North Carolina, Pennsylvania, and South Carolina.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (HAMDEN CT)
CT
09/17/2012 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (HAMDEN CT)
CT
06/06/1994 - 10/04/2012
FIELDPOINT PRIVATE SECURITIES, LLC (HAMDEN CT)
CT
02/08/1993 - 06/13/1994
COBURN & MEREDITH, INC. (SIMSBURY CT)
MA
10/04/1991 - 02/17/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/04/1991 - 02/17/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 3/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/4/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/2/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 2/18/1994
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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