Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Jurgen Fisher is a financial advisor at Cetera Investment Advisers LLC. Brett has been in the industry since 2007 and has a strong track record of success in providing financial advice to individuals, families, and businesses. Brett is a registered representative and investment advisor representative with the state of Indiana. Brett is also a Series 7 and Series 66 licensed professional. Brett is committed to helping his clients achieve their financial goals and objectives. Brett has experience with financial planning, portfolio management, and retirement planning. He is also a member of the board of directors for Noblesville United Soccer Club (NUSC) and Noblesville Youth Baseball (NYB).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
09/10/2015 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
03/30/2010 - 08/28/2015
THE HUNTINGTON INVESTMENT COMPANY (ALEXANDRIA IN)
IN
07/03/2008 - 03/29/2010
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
IN
02/23/2007 - 06/12/2008
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
BOTH
Issued 4/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/4/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 4/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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