Unclaimed
Bret Randolph Schiller is a financial advisor with over 15 years of experience in the industry. Bret Schiller is currently registered with J.p. Morgan Securities LLC and has been with the firm since March 2020. Prior to joining J.p. Morgan Securities LLC, Bret Schiller was a financial advisor at SunTrust Robinson Humphrey, Inc. and Morgan Stanley & Co. Incorporated. Bret Schiller holds Series 63, 24, 79TO, SIE and 7 licenses. Bret Schiller is registered in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
03/10/2020 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
08/14/2009 - 12/10/2019
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
NY
03/26/2007 - 08/11/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
10/25/2005 - 03/22/2007
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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