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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Harmon Hoag is an investment advisor representative with Mariner Wealth Advisors in State College, Pennsylvania. Bret has been in the industry since 2002 and has extensive experience in financial planning, portfolio management, and pension consulting. Bret is committed to providing personalized financial advice to help clients achieve their financial goals. Bret also holds Series 63 and Series 7 licenses. Prior to joining Mariner Wealth Advisors, Bret was an advisor at Vantage Investment Advisors, LLC, Wells Fargo Advisors Financial Network, LLC, Primevest Financial Services, Inc., PNC Investments, and Edward Jones.
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.
1
2
PA
03/15/2018 - Present
Mariner Wealth (STATE COLLEGE PA)
PA
02/26/2010 - 09/22/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HARRISBURG PA)
PA
09/26/2006 - 03/01/2010
PRIMEVEST FINANCIAL SERVICES, INC. (STATE COLLEGE PA)
PA
10/04/2004 - 09/22/2006
PNC INVESTMENTS (STATE COLLEGE PA)
MO
08/06/2002 - 09/30/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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