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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 Grider is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor in Alabama. Brett has been in the industry since July 2011. Brett's background includes experience with Hancock Whitney Investment Services, Inc., Charles Schwab & Co., Inc., TD Ameritrade, Inc., TIAA-CREF Individual & Institutional Services, LLC, Fidelity Brokerage Services LLC, and Scottrade, Inc. Brett is registered with FINRA and the state of Alabama as a Registered Representative. Brett is also a Registered Investment Advisor (RIA) in Alabama.
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.
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
AL
08/10/2022 - Present
Cetera Investment Advisers LLC (MOBILE AL)
AL
05/04/2022 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (MOBILE AL)
FL
01/26/2022 - 05/13/2022
CHARLES SCHWAB & CO., INC. (Pensacola FL)
FL
03/27/2019 - 05/13/2022
TD AMERITRADE, INC. (PENSACOLA FL)
AL
07/22/2015 - 03/08/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MOBILE AL)
AL
04/27/2012 - 07/07/2015
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM AL)
FL
06/09/2011 - 04/19/2012
SCOTTRADE, INC. (LAKE MARY FL)
BOTH
Issued 9/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 7/31/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/8/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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