Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Alan Yeargin is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Bret has been in the industry since 1996, having previously worked with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and PaineWebber Incorporated. Bret holds the Series 7, Series 63, and Series 65 licenses. He provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Bret also provides investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
08/29/2012 - Present
Wells Fargo Advisors Financial Network, LLC (SALT LAKE CITY UT)
UT
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (SALT LAKE CITY UT)
UT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALT LAKE CITY UT)
UT
07/23/1999 - 04/02/2007
MORGAN STANLEY DW INC. (SALT LAKE CITY UT)
NJ
06/11/1996 - 08/24/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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