Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Liberman is a financial advisor at Fidelity Personal And Workplace Advisors. Brett has been in the financial services industry for over 10 years. Brett is a Certified Financial Planner. Brett is registered with FINRA and the Securities Investor Protection Corporation. Brett is also registered with the following states: California, Colorado, Connecticut, Florida, Georgia, Kentucky, Maryland, Massachusetts, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, and Virginia. Brett specializes in providing financial advice to individuals, businesses, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/03/2020 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
08/14/2018 - 08/28/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/12/2014 - 08/08/2018
NATIONAL SECURITIES CORPORATION (WESTBURY NY)
BOTH
Issued 02/01/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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