Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Canarelli is a financial advisor at J.P. Morgan Securities LLC. Brett has been in the financial industry since 1999 and has experience in helping individuals, families, and businesses with their financial planning needs. Brett holds the Series 7, Series 63, and Series 66 securities licenses. Brett is registered in 24 states and is also registered as an Investment Advisor Representative in Texas. Brett is an experienced financial advisor with a strong track record of success.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
01/05/2017 - Present
J.p. Morgan Securities LLC (CLERMONT FL)
FL
03/15/2012 - 08/30/2013
FIFTH THIRD SECURITIES, INC. (ALTAMONTE SPRINGS FL)
FL
03/29/2011 - 03/05/2012
NBC SECURITIES, INC. (KISSIMMEE FL)
FL
02/13/2006 - 03/25/2011
INFINEX INVESTMENTS, INC. (KISSIMMEE FL)
TX
05/28/2003 - 02/24/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/23/1999 - 05/02/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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