Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Casserly is a financial professional with over 19 years of experience in the industry. Bryan is currently registered with Cetera Investment Advisers LLC, a firm that provides a wide range of financial services. Bryan's previous experience includes working with firms such as CETERA FINANCIAL SPECIALISTS LLC, CETERA INVESTMENT SERVICES LLC, CETERA ADVISORS LLC, ING FINANCIAL PARTNERS, INC., and PACIFIC SELECT DISTRIBUTORS, INC. Bryan holds the Series 6, Series 7, and Series 66 licenses and has been a licensed agent in Arizona and California. Bryan's career focuses on providing financial advice and portfolio management services for individuals, families, and businesses.
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
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 4/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 4/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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