Unclaimed
Brett Joseph Woodman is a financial advisor with Fidelity Brokerage Services LLC. Brett has been in the securities industry since 2013. He is a registered representative in 53 states and the District of Columbia. Brett holds the Series 63, Series 7, and SIE licenses. Prior to joining Fidelity Brokerage Services LLC, Brett worked at VANGUARD MARKETING CORPORATION.
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.
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.
1
2
KY
11/10/2021 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
AZ
11/08/2013 - 11/05/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 11/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Brett Woodman is the right advisor for you? Invested Better is here to help.