Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Diamond is a financial advisor with over 20 years of experience in the financial services industry. Brett is currently registered with Steward Partners Investment Advisory, LLC in Dallas, TX, and is licensed to provide investment advice in multiple states. Previously, Brett worked at Raymond James Financial Services, Inc., Morgan Stanley and Citigroup Global Markets Inc. Brett has earned Series 7, 31 and SIE licenses and offers financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
TX
03/15/2019 - Present
Steward Partners Investment Advisory, LLC (Dallas TX)
TX
03/15/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
06/01/2009 - 03/18/2019
MORGAN STANLEY (DALLAS TX)
TX
12/20/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
RI
10/13/1999 - 06/14/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 11/4/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/7/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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