Unclaimed
Bret Dodson is a financial professional with over 20 years of experience in the industry. Bret is currently registered with Metlife Investors Distribution Co. and holds Series 7 and 66 securities licenses. Bret is also a licensed insurance agent in several states. Previously, Bret has held positions at Prudential Investment Management Services LLC, M Holdings Securities, Inc., Newport Group Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bret's experience and qualifications make Bret well-equipped to provide clients with a comprehensive range of financial services.
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.
1
2
TX
04/20/2022 - Present
Metlife Investors Distribution Co. (Dallas TX)
NJ
07/13/2017 - 04/01/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
FL
03/02/2011 - 06/29/2017
M HOLDINGS SECURITIES, INC. (LAKE MARY FL)
FL
06/29/2007 - 01/31/2011
NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)
FL
10/13/2005 - 07/10/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
NY
01/21/2000 - 12/06/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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