Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Okamoto is a registered Investment Advisor Representative with Principal Asset Management. Brett Okamoto is active in the investment industry since 2011. Brett Okamoto holds a Series 7TO, Series 7 and SIE license. Brett Okamoto has been registered in Oregon since 2005. Brett Okamoto is also active in Iowa as an Investment Advisor Representative and has been registered in that state since 2007. Brett Okamoto also works for Principal Global Investors, LLC and performs certain functions for Principal Global Investors, Inc. and its affiliates.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
OR
08/27/2024 - Present
Principal Asset Management (Portland OR)
IA
10/19/2007 - 09/13/2012
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
OR
11/23/2005 - 08/31/2007
NATIONWIDE FUND DISTRIBUTORS LLC (PORTLAND OR)
BOTH
Issued 07/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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