Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Kobler is a financial professional with over 20 years of experience in the financial services industry. Bret is currently registered with Nylife Securities LLC and holds a Series 6, Series 7 and Series 63 licenses. Previously, Bret was a registered representative at Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Diversified Investors Securities Corp.
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
NY
05/16/2013 - Present
Nylife Securities LLC (NEW YORK NY)
NY
06/01/2009 - 05/01/2013
MORGAN STANLEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
08/27/2002 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/24/2002 - 07/11/2002
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
BC
Issued 01/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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