Unclaimed
Brett Justin Pencar is a financial advisor with Snowden Capital Advisors LLC. Brett has been in the financial services industry since 2019 and holds Series 7TO, SIE, 66 and 65 licenses. Brett is registered with the state of Florida and 14 other states as a broker-dealer and investment advisor. Brett has experience providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Brett is committed to providing personalized and comprehensive financial advice to his clients.
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
FL
10/02/2024 - Present
Snowden Capital Advisors LLC (Coral Gables FL)
FL
07/24/2019 - 02/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
IA
Issued 07/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brett Pencar is the right advisor for you? Invested Better is here to help.