Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Kris Cicinelli is a financial advisor with Confluence Capital Advisors, LLC. Brett has been in the industry since 1998 and has held previous roles at Prudential Securities Incorporated and Credit Suisse First Boston Corporation. Brett is a Certified Financial Planner and a Chartered Financial Analyst. Brett holds a Series 7 and Series 63 license and specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals.
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.
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.
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.
1
2
CA
05/23/2016 - Present
Confluence Capital Advisors, LLC (WOODLAND HILLS CA)
NY
05/07/1999 - 08/20/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/24/1998 - 03/19/1999
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brett Cicinelli is the right advisor for you? Invested Better is here to help.
