Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Charles Oley is a financial advisor with over 17 years of experience in the industry. Brett is registered with Raymond James Financial Services Advisors, Inc. and has been active in the industry since March 2006. Brett's previous experience includes working with UBS FINANCIAL SERVICES INC.. Brett provides investment advice to individuals, businesses, and trusts. Brett also holds the Series 7, 9, 10, 31 and 66 licenses and is a licensed investment advisor in the states of Florida and Texas.
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
FL
10/04/2019 - Present
Raymond James Financial Services Advisors, Inc. (NAPLES FL)
FL
03/27/2006 - 10/17/2017
UBS FINANCIAL SERVICES INC. (NAPLES FL)
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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