Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Matthew Hasenecz is a financial advisor at Fidelity Personal and Workplace Advisors. Brett has been in the financial industry since February 12, 2004, and has held previous positions at Banc of America Investment Services, Inc. and First Investors Corporation. Brett is registered in 27 states and two provinces as well as the District of Columbia. Brett's primary office is located in Boston, MA.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/08/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
11/16/2007 - 06/01/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FORT LEE NJ)
NJ
01/21/2004 - 11/26/2007
FIRST INVESTORS CORPORATION (FAIRFIELD NJ)
IA
Issued 12/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/8/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/1/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 1/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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