Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Brunet is a financial advisor with Cetera Investment Advisers LLC, based in Metairie, Louisiana. Randy has been in the industry since August 1989 and holds Series 7, Series 63 and SIE licenses. Randy's professional designations include the Personal Financial Specialist certification. Randy's experience includes working as a CPA for Randy M. Brunet, CPA PC since 1984, as an investment advisor and insurance agent at Avantax Investment Services, Inc. and Avantax Insurance Agency, LLC, and as an owner of Brunet Wealth Management. Randy specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
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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LA
03/01/2021 - Present
Cetera Investment Advisers LLC (METAIRIE LA)
LA
08/22/1989 - 03/03/2021
AVANTAX INVESTMENT SERVICES, INC. (METAIRIE LA)
BC
Issued 09/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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