Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett A Thiery is a financial advisor in Houston, Texas. Brett has been in the industry since 2007. Brett is currently registered with MML Investors Services, LLC, which is an active firm in both broker-dealer and investment advisor capacity. Before joining MML Investors Services, Brett worked with MSI Financial Services, Inc., LPL Financial LLC, and ProEquities, Inc. Brett is also registered with the State of Texas, Pennsylvania, and Tennessee. Brett specializes in providing financial services to individuals, corporations and charitable organizations. Brett is an active advisor with a strong track record of success.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (HOUSTON TX)
TX
05/22/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
10/30/2013 - 05/28/2015
LPL FINANCIAL LLC (HOUSTON TX)
TX
06/08/2010 - 10/23/2013
PROEQUITIES, INC. (HOUSTON TX)
TX
08/01/2006 - 07/22/2009
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BC
Issued 08/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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