Unclaimed
Coley Brian Eckenrode is an investment advisor representative associated with Cetera Investment Advisers LLC. Coley has been in the securities industry since May 2005 and has been actively registered with FINRA and state regulators since that time. Coley is registered in 24 states, including Virginia, Texas and California. Coley holds FINRA Series 7 and Series 66 licenses as well as the SIE Exam. In addition to Cetera, Coley has previously worked for Securian Financial Services, Inc., Minnesota Life Insurance Company, and Virginia Asset Management. Coley is also an agent/broker for Select Brokers, LLC and VAM Fixed Insurance.
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
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
05/12/2005 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
BOTH
Issued 5/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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