Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Langbert is a financial advisor with Wells Fargo Clearing Services, LLC. Brett has been in the financial services industry for over 26 years. Brett holds licenses in all 50 states and is also licensed as an investment advisor representative in Florida. Brett has a wide range of experience in the financial services industry, including experience with J.P. Morgan Securities LLC, Sanford C. Bernstein & Co., LLC, and UBS Securities LLC. Brett also has experience as a securities trader. Brett is committed to providing his clients with personalized financial advice and services.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
04/22/2024 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH FL)
FL
08/07/2018 - 04/20/2024
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
FL
01/09/2015 - 08/20/2018
SANFORD C. BERNSTEIN & CO., LLC (WEST PALM BEACH FL)
TN
06/13/2014 - 09/24/2014
WAVECREST SECURITIES LLC (BRENTWOOD TN)
FL
03/14/2013 - 06/05/2014
ISRAEL A. ENGLANDER & CO., LLC (PALM BEACH GARDENS FL)
NY
05/14/2012 - 03/07/2013
HEDGECO SECURITIES, LLC (NEW YORK NY)
NY
10/29/2010 - 03/14/2012
UBS SECURITIES LLC (NEW YORK NY)
NY
04/16/2007 - 11/05/2010
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
01/29/1997 - 04/24/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 01/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 09/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/17/1998
Series 3 - National Commodity Futures Examination
BC
Issued 01/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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