Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Ellis Walker is a financial advisor with over 13 years of experience in the industry. Brett is registered with Stratos Wealth Partners, Ltd. and has a Series 6, 7, 63 and 65 licenses and the SIE exam. Brett is also a registered investment advisor representative for Stratos Wealth Partners, Ltd. Brett is a dedicated professional committed to providing personalized financial advice to individuals, families, and businesses. Brett helps clients develop customized financial plans that address their unique needs and goals. Brett is committed to building long-term relationships with clients based on trust, transparency, and integrity.
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.
Percentage of assets under management with third party managers
1
2
MS
12/01/2017 - Present
Stratos Wealth Partners, Ltd. (GULFPORT MS)
MS
07/20/2009 - 12/01/2017
HANCOCK INVESTMENT SERVICES, INC. (BILOXI MS)
IA
Issued 04/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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