Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Katzner is an active registered broker with over 20 years of experience in the financial industry. Brett is currently a registered representative at Wolfe Research Securities, a firm with a branch office located in New York, New York. Prior to joining Wolfe Research Securities, Brett was a registered representative with STEPHENS. Brett has passed the Series 7, Series 63, and SIE exams.
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
NY
05/01/2024 - Present
Wolfe Research Securities (New York NY)
NY
07/24/2017 - 05/02/2024
STEPHENS (NEW YORK NY)
NY
07/06/2012 - 06/22/2017
BTIG, LLC (NEW YORK NY)
AZ
02/02/2010 - 07/29/2011
ECHOTRADE LLC (PHOENIX AZ)
AZ
10/19/2009 - 11/05/2009
ECHOTRADE LLC (PHOENIX AZ)
NY
01/30/2009 - 08/21/2009
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
NY
06/26/2006 - 07/17/2007
THOMAS WEISEL PARTNERS LLC (NEW YORK NY)
NY
10/12/2000 - 06/21/2006
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
BC
Issued 10/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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