Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret William Estep is a financial advisor with Alliancebernstein LP based in Nashville, TN. Bret has been in the financial services industry since 2003. Bret offers a variety of financial services including asset allocation, financial planning, portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
06/07/2019 - Present
Alliancebernstein LP (Nashville TN)
TN
07/17/2018 - 03/04/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (CLARKSVILLE TN)
GA
01/25/2018 - 07/02/2018
PRUCO SECURITIES, LLC. (ATLANTA GA)
TN
08/18/2015 - 07/28/2017
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NASHVILLE TN)
TN
08/18/2015 - 07/28/2017
MUTUAL OF AMERICA SECURITIES LLC (NASHVILLE TN)
TN
05/08/2012 - 06/18/2015
CURIAN CLEARING, LLC (FRANKLIN TN)
CA
10/09/2000 - 10/29/2010
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
BOTH
Issued 07/27/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/05/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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