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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 Andrews is a financial advisor with over 20 years of experience in the industry. Brett is currently registered with Cetera Investment Advisers LLC in Arizona and Texas. Brett has a background in financial planning and portfolio management for both businesses and individuals. Prior to Cetera, Brett was with First Allied Securities, Inc., Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and Salomon Smith Barney Inc. Brett holds the Series 7, Series 31, Series 63, Series 65, Series 99, and the SIE licenses. Brett's clients include individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Brett's primary focus is providing financial advice to individuals and families to help them achieve their financial goals. Brett is also a Certified Financial Planner (CFP®).
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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AZ
11/03/2022 - Present
Cetera Investment Advisers LLC (GLENDALE AZ)
AZ
01/14/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (GLENDALE AZ)
AZ
07/01/2003 - 01/18/2011
WELLS FARGO ADVISORS, LLC (SCOTTSDALE AZ)
NY
03/09/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/22/1999 - 02/08/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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