Unclaimed
Brett Witkowski is an investment advisor representative associated with Jaffe Tilchin Investment Partners, LLC. Brett has been in the industry since 2008. Brett Witkowski is also a minority partner of Jaffe Tilchin Wealth Management. Brett Witkowski has passed the Series 65 exam, which is the Uniform Investment Adviser Law Examination. Brett Witkowski has been registered with the state of Florida since February 6, 2009. Brett Witkowski provides financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
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2
FL
02/06/2009 - Present
Jaffe Tilchin Investment Partners, LLC (TAMPA FL)
IA
Issued 12/12/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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