Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Eugene Nesdahl is a financial advisor who has been in the industry since 2007. Brett currently works for Principal Securities, Inc. He holds Series 7, 24 and 66 licenses. Brett previously worked for LPL Financial LLC, CAPITAL FINANCIAL SERVICES, INC., and INLAND NATIONAL SECURITIES, INC. Brett's primary office is located in Minot, ND. Brett's firm, Principal Securities, Inc., is a large investment firm with over $12 trillion in assets under management. The firm primarily works with individual investors and small businesses.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
ND
09/03/2024 - Present
Principal Securities, Inc. (Minot ND)
ND
08/07/2019 - 09/05/2024
LPL FINANCIAL LLC (MINOT ND)
ND
11/18/2008 - 08/06/2019
CAPITAL FINANCIAL SERVICES, INC. (Minot ND)
ND
04/23/2004 - 01/06/2006
INLAND NATIONAL SECURITIES, INC. (MINOT ND)
BOTH
Issued 05/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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