Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Donald Overstreet is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Brett's experience in the financial industry began in 2014 and Brett holds the Series 6, Series 63, Series 65, and SIE licenses. Brett also owns Brett Overstreet's Insurance Agency. Brett is registered in Arizona and works from a branch office in Tucson.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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AZ
10/02/2020 - Present
State Farm Investment Management Corp. (Tucson AZ)
IA
Issued 09/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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