Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Gayle Bracey is a financial professional with over 30 years of experience in the financial services industry. Phillip is a Registered Representative with Cetera Investment Advisers LLC and is licensed in several states. Phillip offers a variety of financial services, including financial planning, portfolio management, and tax preparation. Phillip has been with Cetera since 2013.
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 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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