Unclaimed
Brett John Bengford is a financial advisor who has been in the industry since December 2014. Brett is currently registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) with PFS Investments Inc. in Sidney, IA. Brett is also a licensed insurance agent. Brett has experience in investment-related products and financial planning. Brett is licensed in Iowa and Nebraska. Brett has a Series 6, Series 63, Series 65, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
07/17/2019 - Present
PFS Investments Inc. (SIDNEY IA)
IA
11/11/2014 - 06/09/2015
HD VEST INVESTMENT SERVICES (Sidney IA)
IA
Issued 10/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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