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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 Karsner is a financial advisor with Cetera Investment Advisers LLC. Bryan has been in the financial services industry since 2004. Bryan is a Certified Financial Planner and a Chartered Financial Consultant and is registered to provide investment advice in 45 states, including Maryland and Texas. Bryan also has a Series 7, 6, 63, 65 and 24 licenses.
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
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (SEVERNA PARK MD)
MD
04/15/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SEVERNA PARK MD)
MD
05/09/2008 - 04/15/2016
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Severna Park MD)
MD
07/13/2006 - 05/09/2008
LPL FINANCIAL CORPORATION (GAMBRILLS MD)
MD
01/20/2006 - 07/14/2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (GAMBRILLS MD)
CA
09/23/2005 - 01/05/2006
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
WI
06/28/2004 - 09/19/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 05/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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