Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Edward Weichbrod is an Investment Advisor Representative with Channel Wealth, LLC. Brett has been in the financial services industry since 2003. Brett holds the Series 7, Series 63, and Series 65 licenses. Brett is a member of the Domestic Violence Solutions board and the Santa Barbara Executive Roundtable. Brett is also a board member of Girsh Park. Brett has experience in insurance and financial planning. Brett specializes in retirement planning, college savings, and estate planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Financial planning and consulting
1
2
CA
10/28/2022 - Present
Channel Wealth, LLC (SANTA BARBARA CA)
CA
08/26/2015 - 11/01/2022
SAGEPOINT FINANCIAL, INC. (SANTA BARBARA CA)
CA
02/14/2011 - 04/07/2011
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
CA
11/10/2005 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
CA
01/23/2003 - 10/13/2005
CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)
BC
Issued 10/12/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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