Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Wellensiek is a financial advisor at Ameritas Investment Company, LLC. Bret has been in the industry since 2012. Bret has licenses in Nebraska. Bret is registered with FINRA and the SEC. Prior to his current position, Bret held positions at CHARLES SCHWAB & CO., INC. and TD AMERITRADE CLEARING, INC. Bret holds the Series 7, Series 24, Series 63 and SIE licenses.
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.
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.
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2
NE
05/02/2024 - Present
Ameritas Investment Company, LLC (LINCOLN NE)
NE
01/25/2023 - 04/17/2023
CHARLES SCHWAB & CO., INC. (Omaha NE)
NE
01/16/2014 - 04/17/2023
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
01/10/2011 - 02/06/2014
TD AMERITRADE, INC. (OMAHA NE)
NE
01/24/2011 - 10/31/2013
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BC
Issued 01/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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