Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Aaron Coons is a financial advisor with United Advisors America in Prosper, Texas. Brett has been in the financial services industry since 2019. Brett holds a Series 66 license, a Series 7TO license, and a SIE license. Brett has previous experience working at LPL Financial LLC, Northwestern Mutual Investment Services, LLC, and Strittmatter Wealth Management.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
12/10/2024 - Present
United Advisors America (PROSPER TX)
TX
06/18/2020 - 04/25/2022
LPL FINANCIAL LLC (BEDFORD TX)
FL
08/31/2019 - 02/07/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSONVILLE FL)
BOTH
Issued 10/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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