Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Corey Middleton is a financial advisor with PFS Investments Inc. with a strong focus on providing personalized financial planning and portfolio management services to individual clients. Brett has been in the financial services industry since 1997, and is currently registered with the state of Connecticut. Brett has experience working with individual clients, high net worth individuals, corporations, and charitable organizations.
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.
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.
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CT
10/26/2007 - Present
PFS Investments Inc. (BETHEL CT)
GA
07/19/2005 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
GA
10/01/1997 - 04/05/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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