Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Shofner is an investment advisor representative with over 20 years of experience. Brett has worked with a variety of firms over the years, including Osaic Advisory Services, LLC. Brett is licensed in several states, including Florida, California, and Pennsylvania, and has passed numerous securities exams including Series 66, Series 7, and Series 22. Brett is passionate about providing investment advice and financial planning services to individuals and families. Brett has extensive experience working with high-net-worth individuals and families, corporations, and charitable organizations. Brett is committed to providing personalized and tailored investment advice to meet each client’s unique needs.
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.
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
GA
01/31/2025 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
KS
08/24/2000 - 01/03/2002
IVY MACKENZIE DISTRIBUTORS, INC. (OVERLAND PARK KS)
FL
02/25/1998 - 11/17/1998
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NY
01/12/1998 - 01/28/1998
NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)
CA
07/29/1997 - 12/31/1997
THOMAS GREEN SECURITIES, INC. (LOS ANGELES CA)
FL
08/20/1996 - 07/23/1997
BARBER & BRONSON INCORPORATED (MIAMI FL)
NA
04/11/1996 - 05/22/1996
FULLER APARTMENT HOMES SECURITIES, INC.
BOTH
Issued 09/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1996
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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