Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Cipperley is a financial advisor with LPL Financial LLC. Brett has been in the financial services industry since 1999. Brett holds a Series 7, Series 66 and SIE licenses. In addition to working with LPL Financial LLC, Brett has also worked with Securities America, Inc. and 1st Global Capital Corp. Brett provides a range of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Brett is licensed to offer investment advice in Colorado, Kansas, and Nebraska.
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.
Consulting and other non-discretionary advisory services
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.
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2
NE
01/16/2020 - Present
LPL Financial LLC (OGALLALA NE)
NE
12/16/2008 - 01/15/2020
SECURITIES AMERICA, INC. (OGALLALA NE)
NE
12/22/1999 - 12/24/2008
1ST GLOBAL CAPITAL CORP. (OGALLALA NE)
BOTH
Issued 01/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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