Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Crocker is a financial professional with over 5 years of experience in the industry. Brett is currently registered with National Financial Services LLC and Fidelity Distributors Co. LLC. Brett holds the Series 7TO, Series 63, and Series 65 licenses. Brett was previously employed with Fidelity Distributors Company LLC and has experience in the financial services industry.
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.
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.
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2
MA
06/07/2024 - Present
National Financial Services LLC (BOSTON MA)
RI
04/05/2019 - 11/30/2021
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
IA
Issued 03/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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