Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Harris Salzer is a financial advisor with over 17 years of experience in the industry. Brett is currently registered with Raymond James & Associates, Inc. and holds Series 7, Series 31, Series 66 and SIE licenses. Brett is also a Certified Financial Planner™. Brett has been a professor at Roosevelt University since 2019. Previously, Brett worked at Mesirov Financial, Inc., Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Brett has provided financial advice to individual and institutional clients.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IL
04/10/2023 - Present
Raymond James & Associates, Inc. (Deerfield IL)
IL
08/31/2012 - 05/30/2019
MESIROW FINANCIAL, INC. (HIGHLAND PARK IL)
IL
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (DEERFIELD IL)
IL
11/28/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
BOTH
Issued 12/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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