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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Paquette is an Investment Advisor Representative with Cetera Investment Advisers LLC. Bryan has been in the financial industry since 1992. Bryan holds licenses including Series 63, 65, 7, 4, and 24. Bryan is currently registered with Cetera Investment Advisers LLC in Connecticut and Texas. Prior to working at Cetera Investment Advisers LLC, Bryan worked at Tower Square Securities, Inc., Walnut Street Securities, Inc., ING Financial Advisers, LLC, and Allmerica Investments, Inc.
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 (GLASTONBURY CT)
CT
10/01/2007 - 09/04/2013
TOWER SQUARE SECURITIES, INC. (BLOOMFIELD CT)
CT
10/01/2007 - 09/03/2013
WALNUT STREET SECURITIES, INC. (BLOOMFIELD CT)
CT
03/31/2006 - 10/01/2007
ING FINANCIAL ADVISERS, LLC (HARTFORD CT)
CA
01/29/1998 - 01/20/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
08/19/1992 - 11/26/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 06/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/15/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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