Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Cropsey is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marcellus, Michigan. Brett has been in the financial services industry since 2011. Brett offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Brett holds a Series 6, 7, 26, 63, and 65 licenses and is registered with the state of Michigan. Brett is also a registered representative of Raymond James Financial Services, Inc. and is a financial advisor with Sturgis Bank and Trust.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
05/16/2023 - Present
Raymond James Financial Services Advisors, Inc. (Marcellus MI)
MI
11/04/2011 - 05/19/2023
MWA FINANCIAL SERVICES INC. (MARCELLUS MI)
IA
Issued 07/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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