Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret-michael? Claim Your ProfileBret-michael Destefano is a financial professional with over 6 years of experience in the industry. Bret-michael is registered with GWN Securities Inc. and is licensed to offer securities and investment advisory services in Pennsylvania and New Jersey. Bret-michael specializes in financial planning, market timing services, and selection of other advisors. Bret-michael works with individuals and corporations.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
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2
PA
07/25/2022 - Present
GWN Securities Inc. (WAYNE PA)
BOTH
Issued 07/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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