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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Alan Becker is an Investment Advisor Representative with Bridges Investment Management Inc. based in Omaha, NE. Brett Becker has been in the industry since 2014 and has experience with Stifel, Nicolaus & Company, Incorporated, Wells Fargo Clearing Services, LLC, and Insight Securities, Inc. Brett Alan Becker holds FINRA Series 4, 7, 24, 52, 53, 55 and 66 licenses along with the SIE exam. Brett Becker's registrations are currently active in Nebraska. Brett Becker has experience working with individuals, high-net-worth individuals, corporations, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Securities research services
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.
Consulting
1
2
NE
09/05/2024 - Present
Bridges Investment Management Inc. (OMAHA NE)
NE
04/17/2024 - 08/30/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (OMAHA NE)
NE
08/05/2019 - 04/23/2024
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
IL
03/23/2015 - 07/30/2019
INSIGHT SECURITIES, INC. (HIGHLAND PARK IL)
NE
05/28/2014 - 02/13/2015
WADDELL & REED (LINCOLN NE)
BOTH
Issued 06/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/10/2015
Series 4 - Registered Options Principal Examination
BC
Issued 09/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/09/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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