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Brett Lindeman

First Citizens Investor Services, Inc.

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About Brett Lindeman

Brett Lindeman is a financial professional with over 5 years of experience in the financial services industry. Brett is currently registered with First Citizens Investor Services, Inc. and is licensed to provide investment advice in California. Brett has a strong background in securities and investment products, having passed the Series 66, Series 7 and SIE exams. Brett has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Brett is committed to providing his clients with personalized financial advice and strategies that are tailored to their specific needs and goals.

Firm Information

Brett Lindeman is currently registered with First Citizens Investor Services, Inc.. First Citizens Investor Services, Inc. is a Corporation formed in 1994 with its main office located in Raleigh, North Carolina. The firm offers a range of advisory services including financial planning, selection of other advisors, and portfolio management for individuals and businesses. First Citizens Investor Services, Inc. manages approximately $1.73 billion in regulatory assets under management for a diverse clientele, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
First Citizens Investor Services, Inc.

8540 COLONNADE CENTER DRIVE

RALEIGH, NC 27615

$1.73B

Assets Under Management

Not reported

Total Clients

574

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Lindeman’s Registration & Firm History

CA

11/21/2023 - Present

First Citizens Investor Services, Inc. (Pasadena CA)

CA

05/15/2018 - 12/01/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 06/25/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Lindeman.
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