Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Geery is a financial advisor with Fidelity Brokerage Services LLC, with a registration date of November 6, 2020. Bret has over 2 years of experience in the financial services industry. Previously, Bret was registered with USAA Investment Services Company, USAA Financial Advisors, Inc., and T. Rowe Price Investment Services, Inc.
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.
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2
CO
11/06/2020 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
06/08/2020 - 09/10/2020
USAA INVESTMENT SERVICES COMPANY (COLORADO SPRINGS CO)
CO
11/21/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
05/07/2019 - 10/28/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 05/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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