Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Lane Threlkeld is a financial professional with over 20 years of experience in the industry. Brett has been with Planmember Securities Corp. since 2020. Brett has held positions with a number of other financial institutions, including TIAA-CREF, Franklin Templeton, Charles Schwab, and Merrill Lynch. Brett provides a range of services to individual clients, businesses, and institutions, including financial planning, portfolio management, pension consulting, and investment supervisory services.
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.
Provides investment supervisory services
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
CA
10/22/2020 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
03/31/2017 - 09/10/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN FRANCISCO CA)
CA
03/26/2007 - 02/06/2008
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
10/20/2005 - 03/26/2007
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
CA
05/23/2003 - 10/20/2005
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
TX
04/13/1999 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
11/10/1997 - 02/16/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/02/1996 - 08/29/1997
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
CA
05/18/1994 - 01/02/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 02/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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