Unclaimed
Bret David Laporte is a financial advisor with Avantax Investment Services, Inc. Bret has been in the financial services industry since 2004 and has experience working with a variety of clients. Bret is licensed to sell securities in Arizona, Colorado, Connecticut, Florida, Massachusetts, Montana, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas and Virginia.
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.
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.
1
2
CT
12/05/2023 - Present
Avantax Investment Services, Inc. (Glastonbury CT)
CT
10/12/2011 - 12/11/2023
CROWN CAPITAL SECURITIES, L.P. (Glastonbury CT)
CT
01/03/2005 - 09/30/2011
WORKMAN SECURITIES CORPORATION (GLASTONBURY CT)
MN
10/12/2004 - 01/04/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
KS
01/15/2004 - 09/07/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 01/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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