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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 Gerard Villaume is a financial advisor with Equitable Advisors, LLC. Brett has been in the financial industry since May 21, 2007. Brett is registered with the following state securities authorities: California, Washington, Wisconsin, Idaho. Brett is also a Registered Representative with FINRA. Brett holds the following securities licenses: Series 7, Series 24, Series 55, Series 63, Series 65, Series 66, Series 86, Series 87, SIE, Series 7TO. Brett has previously worked with FIG PARTNERS, LLC and Neovest Trading. Brett has a current branch location in San Francisco, California. Brett is also an adjunct professor at Golden Gate University and a member of the Dogpatch Business Association.
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
08/16/2024 - Present
Equitable Advisors, LLC (SAN FRANCISCO CA)
CA
08/16/2004 - 02/02/2015
FIG PARTNERS, LLC (SAN FRANCISCO CA)
NY
10/24/2000 - 08/13/2004
NEOVEST TRADING (NEW YORK NY)
BOTH
Issued 06/15/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/30/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/23/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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