Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Kubiak is a financial advisor working with Capital Analysts. Brett has been in the financial industry since December 2021. Brett offers a wide range of services including financial planning, selection of other advisors, and portfolio management for individuals and businesses. Brett is registered in 5 states: Massachusetts, New Hampshire, New York, and Rhode Island.
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.
Guidance on pension options to ensure a secure financial future.
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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MA
06/07/2023 - Present
Capital Analysts (Worcester MA)
MA
02/04/2022 - 05/19/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (West Roxbury MA)
MA
11/20/2021 - 01/21/2022
CETERA ADVISOR NETWORKS LLC (WORCESTER MA)
BOTH
Issued 01/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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