Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bree? Claim Your ProfileBree Erika Barletto is a financial advisor at Touchstone Advisors Inc. Bree has been in the financial industry since 1999. Bree holds the Series 6, 7, and 66 licenses. Bree has been registered with Touchstone Advisors Inc. since September 2015. Previously, Bree worked for Eaton Vance Distributors, Inc. Bree specializes in portfolio management for investment companies and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
MA
09/17/2015 - Present
Touchstone Advisors Inc. (ROSLINDALE MA)
MA
10/26/2007 - 07/30/2015
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
08/13/1998 - 09/01/2006
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 03/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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