Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Paul Casserly is a financial advisor with Cetera Investment Advisers LLC. Bryan has been in the financial services industry since 2004. Prior to joining Cetera Investment Advisers LLC, Bryan worked at Cetera Financial Specialists LLC, Cetera Investment Services LLC, Cetera Advisors LLC, ING Financial Partners, Inc., and Pacific Select Distributors, Inc. Bryan holds Series 6, 7 and 66 securities licenses and is registered in Arizona and California. Bryan is also a registered Investment Advisor in California.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
08/17/2012 - 10/15/2021
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
04/09/2009 - 10/15/2021
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
12/14/2006 - 10/15/2021
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
12/14/2006 - 08/03/2010
ING FINANCIAL PARTNERS, INC. (EL SEGUNDO CA)
CA
04/21/2004 - 11/21/2006
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BOTH
Issued 04/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bryan Casserly is the right advisor for you? Invested Better is here to help.
