Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Walsh is a financial advisor with over 20 years of experience in the industry. Brett is currently registered with Blackrock Investment Management, LLC in Princeton, NJ. Before that, Brett was previously employed by FAM DISTRIBUTORS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Brett has a strong track record of success in providing investment advice to individuals, businesses, and institutions. Brett holds a wide range of licenses and certifications, including the Series 7, 63, 66, 24, and 9. Brett has extensive experience in providing investment advice to clients in a variety of industries, including insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisers, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
09/29/2006 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
03/04/2005 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
02/28/2001 - 03/04/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/12/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brett Walsh is the right advisor for you? Invested Better is here to help.
