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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Averit Bellcase is an active Registered Representative and Investment Adviser Representative, licensed in 29 states. Brett has been in the securities industry since 1995. Brett is currently associated with Wells Fargo Clearing Services, LLC in BEE CAVE, TX and previously held positions at WELLS FARGO INVESTMENTS, LLC, CAPITAL ONE INVESTMENT SERVICES LLC, CAPITAL ONE INVESTMENTS, LLC, BANC ONE SECURITIES CORPORATION, GNA SECURITIES, INC. and WADDELL & REED, INC.. Brett has successfully completed the following securities exams: Series 6, Series 7, Series 9, Series 10, Series 24, Series 63 and Series 65. Brett's specialties include retirement, education planning, investment advisory services, financial planning, and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
TX
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (BEE CAVE TX)
TX
10/01/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN ANTONIO TX)
LA
05/31/2008 - 08/20/2008
CAPITAL ONE INVESTMENT SERVICES LLC (BATON ROUGE LA)
LA
01/09/2001 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (BATON ROUGE LA)
IL
10/16/1996 - 01/10/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
VA
06/06/1995 - 10/16/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
KS
04/18/1995 - 06/01/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 07/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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