Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett David Hoover is an investment advisor representative with Blue Investment Partners LLC. Brett has been in the financial services industry for over 25 years. Brett has experience working with high-net-worth individuals and charitable organizations. Brett holds the Series 7, 24, 63 and 65 licenses and the SIE exam. Brett is also a board advisor for ASG Behavioral Health Super Holdings LLC.
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.
Helps you choose top advisors aligned with your 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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CA
03/28/2024 - Present
Blue Investment Partners LLC (DANVILLE CA)
CA
03/15/2017 - 05/17/2019
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
09/20/2005 - 08/26/2016
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
10/01/2007 - 12/31/2008
J.P. MORGAN CLEARING CORP. (SAN FRANCISCO CA)
NY
02/01/1996 - 03/09/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
TX
11/27/1990 - 07/14/1993
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
06/21/1990 - 08/03/1990
ROYCE PARK INVESTMENTS, INC.
IA
Issued 07/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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