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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 Allan Perlman is a financial advisor at Edelman Financial Engines. Brett has been in the financial services industry for over a decade, and has a diverse background in financial planning, investment management and retirement planning. Brett is a Certified Financial Planner™ and a Chartered Financial Consultant. Brett holds a Series 7, Series 63 and Series 65 license. Brett is registered with the state of Arizona, Florida and Texas. Brett has previously worked at Sanders Morris Harris, EF Legacy Securities, LLC and J.P. Morgan Securities LLC. Brett is also registered with the state of Florida and Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
FL
11/01/2018 - Present
Edelman Financial Engines (BOCA RATON FL)
FL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BOCA RATON FL)
FL
10/29/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (BOCA RATON FL)
OH
07/25/2012 - 11/06/2012
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
IA
Issued 10/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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