Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Andrew Laferrera is a financial advisor with MML Investors Services, LLC. Brett is a registered investment advisor in Alabama and Texas. Brett has been in the financial industry since 1994. Prior to joining MML Investors Services, LLC, Brett was with VALIC Financial Advisors, INC., MSI FINANCIAL SERVICES, INC., and other firms. Brett specializes in asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
AL
10/15/2024 - Present
MML Investors Services, LLC (TUSCALOOSA AL)
AL
01/25/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TUSCALOOSA AL)
AL
03/08/2010 - 01/04/2016
VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)
CO
09/11/2008 - 03/05/2010
TRANSAMERICA CAPITAL, INC. (DENVER CO)
KS
07/23/2002 - 09/04/2008
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
KS
04/19/2001 - 05/10/2002
GOLD CAPITAL MANAGEMENT INC. (OVERLAND PARK KS)
KS
03/21/2000 - 04/19/2001
GOLD CAPITAL MANAGEMENT, INC. (OVERLAND PARK KS)
IA
09/09/1997 - 03/22/2000
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
GA
03/27/1997 - 09/09/1997
PFS INVESTMENTS INC. (DULUTH GA)
SC
05/31/1996 - 12/31/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
10/31/1994 - 06/28/1996
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
TX
06/16/1994 - 10/28/1994
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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