Brandon ZaleskyCRD Number: 5900375
Current Firm: Cetera Investment Advisers LLC
Brandon Zalesky (CRD# 5900375) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 11 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Cetera Investment Advisers LLC||Ralston, NE||Nov 2019 - Current||3|
|Cetera Investment Services LLC||Ralston, NE||Jun 2019 - Current||3|
|Foresters Financial Services||Omaha, NE||Oct 2018 - Jun 2019||< 1|
|Foresters Financial Services||Ralston, NE||Aug 2017 - Oct 2018||1|
|Foresters Financial Services||Ralston, NE||Jul 2016 - Aug 2017||1|
|First Investors||Ralston, NE||Feb 2011 - Jul 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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