Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Atkinson is a financial advisor who has been in the industry since 1999. Brett is a registered representative of Wells Fargo Clearing Services, LLC. Brett has previously been registered with Ameriprise Financial Services, LLC and Ameriprise Advisor Services, Inc., as well as Crowell, Weedon & Co. Brett specializes in providing financial planning services, investment consulting services to institutional clients, pension consulting, and portfolio management for individuals and businesses. Brett is also a Certified Financial Planner.
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
CA
03/13/2020 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
10/05/2009 - 03/16/2020
AMERIPRISE FINANCIAL SERVICES, LLC (SAN DIEGO CA)
CA
10/13/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SAN DIEGO CA)
CA
07/08/1999 - 10/18/2006
CROWELL, WEEDON & CO. (CARLSBAD CA)
BOTH
Issued 07/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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