Unclaimed
Brett Jamieson Mallette is a financial advisor with Thrivent Investment Management Inc. Brett has been in the financial industry since 2022. Brett has a Series 66, Series 7 and SIE. Brett is currently registered to offer investment advice in Arizona, California and Texas. Brett has previously worked for VANGUARD MARKETING CORPORATION. Brett offers financial planning and portfolio management for individuals.
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.
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
02/03/2025 - Present
Thrivent Investment Management Inc. (Phoenix AZ)
AZ
08/12/2022 - 04/25/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 09/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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