Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Keith Staples is a financial advisor registered with Truist Advisory Services, Inc. Brett has over 30 years of experience in the financial services industry and is committed to providing personalized financial advice to individuals and families. Brett specializes in retirement planning, investment management, and estate planning. Brett has a Bachelor of Arts degree in Economics from West Virginia University. Brett is a member of the West Virginia Society of Certified Public Accountants and the National Association of Personal Financial Advisors. Brett is also a member of the Board of Directors of the Education Alliance of West Virginia. Brett is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
WV
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLESTON WV)
VA
07/01/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
WV
10/01/2008 - 07/09/2014
J.P. MORGAN SECURITIES LLC (CHARLESTON WV)
WV
11/21/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHARLESTON WV)
WV
07/03/2003 - 07/25/2007
FIFTH THIRD SECURITIES, INC. (HUNTINGTON WV)
WV
09/11/1998 - 06/18/2002
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
OH
03/25/1997 - 06/01/1998
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NY
08/24/1990 - 10/01/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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