Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Jerome Saddler is a registered representative with Independent Financial Group, LLC. Brett has been in the financial industry since October 20, 2004 and has experience working with a variety of clients including individuals, corporations, and charitable organizations. Brett provides financial planning and portfolio management services. Brett has also worked for Crown Capital Securities, L.P., Integrity Brokerage Services, Inc., and Centaurus Financial, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
09/30/2024 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
11/17/2017 - 05/07/2024
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
CA
01/24/2017 - 11/20/2017
INTEGRITY BROKERAGE SERVICES, INC. (La Jolla CA)
CA
08/10/2015 - 10/22/2015
CENTAURUS FINANCIAL, INC. (RAMONA CA)
CA
01/22/2014 - 06/05/2014
STOCKSHIELD, INC. (PASADENA CA)
CA
05/11/2011 - 05/27/2014
EQUINOX SECURITIES, INC. (REDLANDS CA)
CA
08/12/2009 - 02/28/2011
MCNALLY FINANCIAL SERVICES CORPORATION (SAN DIEGO CA)
CA
05/08/2002 - 06/08/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MN
05/08/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
04/03/2001 - 08/03/2001
STOCK USA, INC. (EL CAJON CA)
OK
02/08/2001 - 05/01/2001
DONNER CORP. INTERNATIONAL (OKLAHOMA CITY OK)
BOTH
Issued 07/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/08/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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