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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Ketvertis is a financial advisor with Osaic FA, Inc. Brett has been in the financial industry since 2000 and has experience in various areas, including portfolio management for individuals and businesses, financial planning, and retirement planning. Brett is also a Registered Representative with FINRA and is licensed to sell securities in multiple states. Brett holds Series 6, 7, and 66 licenses, as well as the SIE exam. Brett is also an insurance agent, offering various insurance products. Brett has been affiliated with Osaic FA, Inc. since 2014. Before joining Osaic FA, Inc., Brett worked at NEW ENGLAND SECURITIES and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Brett is committed to helping clients achieve their financial goals.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
01/05/2024 - Present
Osaic FA, Inc. (WESTLAKE OH)
OH
07/12/2013 - 11/21/2014
NEW ENGLAND SECURITIES (WESTLAKE OH)
OH
03/24/2000 - 07/15/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLEVELAND OH)
WI
03/24/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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