Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Blankenship is a financial advisor with over 10 years of experience in the financial services industry. Brett is currently registered with First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. Brett holds Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Brett has experience working with individual investors, businesses, and retirement plans. Brett is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
1
2
SC
05/12/2017 - Present
First Citizens Investor Services, Inc. (COLUMBIA SC)
SC
03/18/2013 - 01/04/2016
FIRST CITIZENS SECURITIES CORPORATION (COLUMBIA SC)
TN
01/13/2012 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
SC
04/18/2011 - 12/13/2011
WELLS FARGO ADVISORS, LLC (CAYCE SC)
IA
Issued 05/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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