Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Michael Cozewith is an investment advisor representative with PFS Investments Inc. Bret has been in the industry since 2007 and has experience in providing investment advice to individuals, corporations and charitable organizations. Bret holds Series 6, Series 63, Series 26 and Series 65 securities licenses. Bret also holds a SIE license and is registered in 27 states.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
08/01/2017 - Present
PFS Investments Inc. (CHARLOTTE NC)
IA
Issued 07/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bret Cozewith is the right advisor for you? Invested Better is here to help.
