Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Allan Mountain is a financial advisor at Thrivent Investment Management Inc. Brett has been in the industry since May 2017 and is licensed in 16 states. Brett works with individuals and families to help them reach their financial goals. Brett offers financial planning and investment management services. Brett holds Series 66, SIE and Series 7 licenses and has experience working with a variety of clients.
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.
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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CA
04/02/2019 - Present
Thrivent Investment Management Inc. (Irvine CA)
BOTH
Issued 05/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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