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 Williams is a financial advisor with Kestra Investment Services, LLC. Brett has been in the financial services industry since 2013. Brett holds the Series 7, Series 24, and Series 63 licenses. Brett is registered with Kestra Investment Services, LLC.
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.
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.
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2
TX
03/24/2015 - Present
Kestra Investment Services, LLC (AUSTIN TX)
TX
07/20/2010 - 05/13/2011
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
02/02/2010 - 07/08/2010
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/25/2008 - 11/28/2008
KERSHNER TRADING GROUP, LLC (AUSTIN TX)
BC
Issued 04/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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