Unclaimed
Bryant Charles Magee is a financial advisor with Cetera Investment Advisers LLC. Bryant has been in the financial services industry since 2003 and is currently registered with the state of Louisiana. Bryant is also a registered investment advisor and has worked with Hancock Whitney Investment Services Inc. and Capital One Investment Services LLC in the past. Bryant offers a variety of financial services including financial planning, portfolio management, and selection of other advisors. Bryant is committed to providing personalized financial advice to help clients reach their financial goals.
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
LA
01/12/2023 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
10/10/2014 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
LA
05/31/2008 - 07/30/2014
CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)
LA
11/14/2002 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (NEW ORLEANS LA)
IA
Issued 10/5/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/7/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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