Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Harrison Newell is a financial advisor based in Overland Park, Kansas. Brett has been in the financial industry since October 14, 2016. Brett is currently registered with Private Client Services, LLC, and is a Series 63, Series 7 and SIE licensed professional. Brett has been a registered representative with Private Client Services, LLC since April 25, 2018. Prior to joining Private Client Services, LLC, Brett was with CAMBRIDGE INVESTMENT RESEARCH, INC. and VANGUARD MARKETING CORPORATION. Brett focuses on providing financial planning, portfolio management, and educational seminars. Brett specializes in providing financial advice for high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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.
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
KS
04/25/2018 - Present
Private Client Services, LLC (Overland Park KS)
KS
06/01/2017 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
AZ
08/15/2016 - 03/31/2017
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 08/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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