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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Cole is an investment advisor representative with Kestra Advisory Services, LLC, a firm that offers advisory services to a wide range of clients, including individuals, businesses, and institutions. Brett has been in the financial services industry since 1992 and has a broad range of experience in investment planning and management. Brett is a Certified Financial Planner and holds the Series 7, 63 and 65 licenses. Brett has previously worked with Wharton Equity Corporation, The Investment Center, Inc., The Concord Equity Group, LLC, and H.J. Meyers & Co., Inc.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/19/2016 - Present
Kestra Advisory Services, LLC (Wayne PA)
PA
04/05/2000 - 10/02/2007
WHARTON EQUITY CORPORATION (HUNTINGDON VALLEY PA)
PA
07/13/2007 - 08/15/2007
THE INVESTMENT CENTER, INC. (HUNTINGTON VALLEY PA)
NJ
09/05/1997 - 04/05/2000
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
11/09/1995 - 08/28/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
08/06/1992 - 11/17/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 04/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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