Unclaimed
Stefan Lars Brannare is a financial advisor registered with Cetera Investment Advisers LLC. Stefan Brannare has been working in the industry since 2002 and has been registered with Cetera since 2019. Stefan Brannare is registered in 22 states and offers a range of advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Stefan Brannare is also registered with the state of Texas as an investment advisor representative (IAR).
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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2
WV
06/29/2023 - Present
Cetera Investment Advisers LLC (WHEELING WV)
WV
11/14/2008 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (WHEELING WV)
PA
02/21/2006 - 12/04/2008
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
MD
07/09/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
11/08/2002 - 06/27/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 12/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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