Unclaimed
Bret Imgrund is a financial advisor at Franklin Distributors, LLC. Bret has been in the industry for over 10 years and has a strong track record of success. Bret is registered in all 50 states and holds the Series 63, Series 7, and Series 99 licenses. Bret is dedicated to helping clients achieve their financial goals. Before joining Franklin Distributors, Bret worked at both Franklin Templeton Financial Services Corp. and DST Market Services, LLC.
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
CT
07/07/2021 - Present
Franklin Distributors, LLC (STAMFORD CT)
FL
03/23/2018 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (FORT LAUDERDALE FL)
MO
11/03/2014 - 07/07/2017
DST MARKET SERVICES, LLC (KANSAS CITY MO)
BC
Issued 11/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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