Unclaimed
Brett Jackson is a financial advisor who has been in the industry since September 2008. Brett is currently registered with PNC Investments and has been with the firm since November 2022. Prior to that, Brett worked at LPL Financial LLC, Parkland Securities, LLC, Sigma Financial Corporation, Rehmann Financial Network, LLC, and Royal Alliance Associates, Inc. Brett is also a Certified Financial Planner. Brett has experience in a variety of financial services, including portfolio management for individuals and businesses, as well as selection of other advisors. Brett has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
12/09/2022 - Present
PNC Investments (PLYMOUTH MI)
MI
04/28/2021 - 12/08/2022
LPL FINANCIAL LLC (SUPERIOR TWP MI)
MI
08/28/2017 - 04/16/2021
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
MI
08/28/2017 - 04/16/2021
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MI
01/13/2017 - 11/09/2017
REHMANN FINANCIAL NETWORK, LLC (LANSING MI)
MI
07/13/2015 - 08/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (ANN ARBOR MI)
MI
01/09/2009 - 07/10/2015
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
MI
10/15/2008 - 07/10/2015
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MI
07/03/2008 - 08/01/2008
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BOTH
Issued 01/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/03/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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