Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Schultz is an investment advisor representative registered with Avantax Advisory Services. Bret is licensed in California and has been in the financial services industry since 2016. Bret has Series 63, 65 and 7 licenses and is a registered Investment Adviser Representative. Bret has worked for several organizations including Martin & Company Tax and Wealth Advisors, Wavelength Insurance Consulting, The Lead Masters Insurance Marketing Agency, Island Restaurants, Avantax Insurance Agency, LLC, and Avantax Investment Services, Inc. Bret is currently employed by Avantax Advisory 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/24/2020 - Present
Avantax Advisory Services (DALLAS TX)
BC
Issued 07/30/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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