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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Krill is a financial advisor with Commonwealth Financial Network. Brett has been in the industry since 2011. Brett is registered in Massachusetts. Brett holds the following licenses: Series 7, Series 63, and Series 66. Brett's previous employers include USAA Financial Advisors, Inc. and Vanguard Marketing Corporation. Brett has experience with a variety of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Brett offers financial planning, portfolio management, educational seminars, and publication of periodicals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
11/03/2023 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
07/19/2016 - 05/31/2022
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
AZ
03/12/2015 - 03/18/2016
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
09/08/2011 - 02/24/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 04/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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