Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Pierre Keehn is a financial advisor with over 30 years of experience in the industry. Bret is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Bret has a diverse background with previous experience at Sagepoint Financial, Inc., SunAmerica Securities, Inc., and Financial Network Investment Corporation. Bret is licensed in 22 states and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Bret specializes in portfolio management for individuals, businesses, and pension consulting.
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.
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.
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2
WA
09/01/2023 - Present
Osaic Wealth, Inc. (SEQUIM WA)
WA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SEQUIM WA)
AZ
12/12/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
02/03/1993 - 12/18/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 06/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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