Unclaimed
Brett Gardner is an investment advisor representative with Ameriprise Financial Services, LLC. Brett has been in the industry for 2 years and is registered in several states. Brett is a licensed professional and has a Series 7TO, Series 63 and Series 65 licenses. Brett also has a SIE license and is a registered Investment Adviser Representative. Brett can offer investment advice to individuals, corporations, and other businesses. Brett specializes in asset allocation, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Asset allocation services
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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2
MI
04/25/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
BC
Issued 08/20/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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