Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Andrews Patten is a financial advisor with over 29 years of experience in the financial services industry. Brett is currently registered with Bok Financial Securities, Inc. Brett has held prior positions with NEXITY FINANCIAL SERVICES, INC., M&I BROKERAGE SERVICES, INC., PAINEWEBBER INCORPORATED, H.J. MEYERS & CO., INC., and HIBBARD BROWN & CO., INC.. Brett is a Series 7, Series 63, Series 52TO and SIE licensed professional, and holds a Series 65 license. Brett provides financial planning services, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses and pooled investment vehicles.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
WI
07/22/2010 - Present
BOK Financial Securities, Inc. (Milwaukee WI)
WI
06/27/2008 - 07/14/2010
NEXITY FINANCIAL SERVICES, INC. (MENOMEE FALLS WI)
WI
02/16/1998 - 03/20/2007
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
NJ
12/12/1995 - 02/11/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/22/1994 - 11/01/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
07/02/1993 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/08/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 01/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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