Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Beimers is an investment advisor representative at Money Concepts Capital Corp. Brett has been in the financial industry since December 2020. Brett holds the Series 63, 65, 7TO, and SIE licenses. Brett's specializations include retirement planning, mutual funds, and variable annuities. Brett's previous experience includes working as a realtor and a financial consultant.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
MI
01/22/2021 - Present
Money Concepts Capital Corp. (Grand Rapids MI)
BC
Issued 04/16/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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