Unclaimed
Brett Michener is a financial professional registered with the state of New Jersey. Brett has passed Series 63, Series 65, Series 7, SIE and Series 6 exams. Brett has been in the financial industry since 2019. Brett is currently employed with Franklin Distributors, LLC, with a branch office located in Stamford, Connecticut. Brett was previously employed with RAYMOND JAMES & ASSOCIATES, INC. and PARK AVENUE SECURITIES LLC.
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.
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.
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2
CT
07/18/2024 - Present
Franklin Distributors, LLC (STAMFORD CT)
FL
02/09/2022 - 06/04/2024
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
05/21/2019 - 03/07/2022
PARK AVENUE SECURITIES LLC (MOORESTOWN NJ)
IA
Issued 06/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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