Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Gottlieb is a financial advisor with AE Wealth Management, LLC. Brett has been in the industry for over 20 years and holds the Series 6, 7, 63, and 65 licenses. Brett specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Brett is also a licensed insurance agent. Brett is passionate about helping clients reach their financial goals and providing them with the guidance they need to make informed financial decisions.
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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CA
03/29/2019 - Present
AE Wealth Management, LLC (Carlsbad CA)
CA
10/28/2002 - 01/03/2011
SECURITIES AMERICA, INC. (EL SEGUNDO CA)
CT
07/28/1999 - 10/26/2000
USI SECURITIES, INC. (GLASTONBURY CT)
IA
Issued 07/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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