Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Lousararian is a financial advisor with Sun Life Institutional Distributors (u.s.) LLC, located in Wellesley Hills, MA. Brett has been in the industry since June 2009 and is licensed to provide financial advice in 52 states and the District of Columbia. Brett has passed the Series 3, 7, 24, 63, SIE, and 99TO exams. Brett previously worked at Barings Securities LLC in Charlotte, NC, Invesco Distributors, Inc. in Boston, MA, and JPMorgan Distribution Services, Inc. in New York, NY.
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.
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2
MA
10/05/2017 - Present
SUN Life Institutional Distributors (u.s.) LLC (WELLESLEY HILLS MA)
NC
05/07/2013 - 07/12/2017
BARINGS SECURITIES LLC (CHARLOTTE NC)
MA
10/09/2009 - 04/15/2013
INVESCO DISTRIBUTORS, INC. (BOSTON MA)
NY
01/24/2008 - 09/08/2008
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
BC
Issued 11/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2021
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 01/19/2012
Series 3 - National Commodity Futures Examination
BC
Issued 12/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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