Unclaimed
Brett Kyle Garrett is a financial advisor with State Farm VP Management Corp. in RICHARDSON, TX. Brett has been in the industry since December 16, 2012, and has been registered with FINRA since November 5, 2019. Brett is also registered in Texas. Brett holds the Series 63, Series 66, Series 7, Series 9, Series 24 and Series 53 licenses.
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.
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.
1
2
TX
11/05/2019 - Present
State Farm VP Management Corp. (RICHARDSON TX)
TX
08/12/2014 - 09/27/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
TX
06/07/2010 - 02/26/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 02/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/15/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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