Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Alan Brooks is an investment advisor representative with The Huntington Investment Co. located in Zionsville, Indiana. Brett has been in the industry since June 20, 2006 and holds the Series 63, 66, and 7 securities licenses. Brett has also passed the Securities Industry Essentials Exam (SIE). Brett has earned the Certified Financial Planner designation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
09/02/2010 - Present
THE Huntington Investment Co. (ZIONSVILLE IN)
IN
06/20/2006 - 09/02/2010
EDWARD JONES (WESTFIELD IN)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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