Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Bracey is a financial professional with over 30 years of experience in the financial services industry. Phillip has a diverse background with experience in various areas including investments, insurance, and tax preparation. Phillip is a Certified Financial Planner™ professional and is registered with Cetera Investment Advisers LLC. Phillip is dedicated to providing comprehensive financial planning services to 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.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (Brea CA)
NA
12/04/1985 - 10/22/1986
COLUMBINE SECURITIES, INC.
BC
Issued 6/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 1/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/3/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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