Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Curran is a financial advisor at Western International Securities, Inc. Brett has been in the industry since 1991. Brett has experience with clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Brett is registered in California, Colorado, Idaho, Nevada, North Carolina, Virginia, and Washington. Brett offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Brett also has experience working with GO Mortgage Broker.
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.
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2
CA
08/21/2017 - Present
Western International Securities, Inc. (Irvine CA)
CA
06/10/2002 - 08/21/2017
FINANCIAL WEST GROUP (IRVINE CA)
CA
02/11/2002 - 06/13/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
04/28/1999 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
NJ
03/31/1997 - 04/29/1999
FINANCIAL CONSULTANT GROUP, LLC (CHATHAM NJ)
OR
03/20/1992 - 04/01/1997
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
CO
12/19/1991 - 03/25/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 01/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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