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 Phillips is a financial advisor with Voya Financial Advisors, Inc. Brett has been in the financial services industry since December 2010. Brett is registered with the state of Texas as an Investment Advisor Representative and a Registered Representative. Brett is also registered with the state of Arkansas, California, Colorado, Massachusetts, Ohio, and Oklahoma. Brett has obtained the Series 6, Series 63, and Series 65 securities licenses. Brett's previous experience includes positions with Lincoln Financial Advisors Corporation and MetLife Securities Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/12/2014 - Present
Voya Financial Advisors, Inc. (Addison TX)
TX
10/31/2011 - 03/04/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
TX
06/15/2005 - 05/11/2006
METLIFE SECURITIES INC. (PLANO TX)
TX
06/15/2005 - 05/11/2006
METROPOLITAN LIFE INSURANCE COMPANY (PLANO TX)
IA
Issued 09/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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