Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Dipasquale is a financial advisor with over 12 years of experience in the industry. Brett is currently registered with Osaic Wealth, Inc. and previously held positions at Royal Alliance Associates, Inc., Signator Investors, Inc., and MSI Financial Services, Inc. Brett has a strong understanding of the financial services industry, having worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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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FL
12/06/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
02/13/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
NC
11/02/2018 - 02/13/2023
ROYAL ALLIANCE ASSOCIATES, INC. (CHARLOTTE NC)
NC
02/06/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (CHARLOTTE NC)
FL
01/10/2017 - 02/09/2018
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
09/14/2011 - 01/11/2017
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
MD
03/03/2011 - 09/01/2011
AXA ADVISORS, LLC (COLUMBIA MD)
BOTH
Issued 03/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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