Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Dries is a financial professional with over 15 years of experience in the financial services industry. Brett is registered with Eagle Strategies LLC and is licensed to provide securities and investment advisory services in Massachusetts. Brett's background includes experience with Northwestern Mutual Investment Services, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Brett has a strong track record of helping clients achieve their financial goals, and is committed to providing personalized and comprehensive financial advice.
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.
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
MA
11/02/2022 - Present
Eagle Strategies LLC (HYANNIS MA)
MA
12/21/2020 - 07/14/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Plymouth MA)
MA
11/13/2007 - 11/30/2020
NYLIFE SECURITIES LLC (ROCKLAND MA)
BOTH
Issued 12/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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