Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Alexander Zaczyk is a financial advisor with Fidelity Personal and Workplace Advisors in Naples, Florida. Brett has over 8 years of experience in the financial industry and holds Series 63, 66 and 7 securities licenses, as well as the SIE exam. He is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Brett specializes in providing financial advice to individuals, businesses, and charitable organizations. He is a member of the NAPLES branch of Fidelity Personal and Workplace Advisors and also has a branch office location in Bonita Springs, Florida.
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.
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.
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2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (NAPLES FL)
BOTH
Issued 12/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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