Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret W. Hortin is a financial professional with over 30 years of experience in the financial services industry. Bret W. Hortin is currently registered with Oneamerica Securities, Inc. and has held previous registrations with firms such as MML Investors Services, LLC and Mutual of Omaha Investor Services, Inc. Bret W. Hortin offers a variety of financial services including financial planning, portfolio management, and pension consulting. Bret W. Hortin is committed to providing personalized financial advice to help clients achieve their financial goals.
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
UT
06/27/2019 - Present
Oneamerica Securities, Inc. (Cottonwood Heights UT)
UT
03/07/2017 - 02/07/2019
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
UT
06/29/2015 - 02/15/2017
ONEAMERICA SECURITIES, INC. (COTTONWOOD HEIGHTS UT)
NE
09/04/2014 - 06/12/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
UT
10/07/1997 - 07/19/2013
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
NE
10/27/1988 - 09/30/1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 02/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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