Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Stewart is a financial advisor who has been in the industry for over 14 years. Bret currently works with Mariner Wealth, having joined the firm in March of 2023. Previously, Bret worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Pruco Securities, LLC. Bret holds a Series 6, 7, and 66 license. Bret is a board member of the USC Alumni Club of LA Beach Cities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Family office services
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.
A percentage of the total value of assets under management is charged.
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CA
03/03/2023 - Present
Mariner Wealth (El Segundo CA)
CA
01/24/2017 - 03/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
09/09/2009 - 04/16/2010
PRUCO SECURITIES, LLC. (EL SEGUNDO CA)
BOTH
Issued 02/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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