Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Amendola is a financial advisor with over 30 years of experience in the industry. Brett is currently registered with Cetera Investment Advisers LLC. Brett has held previous positions with Park Avenue Securities LLC, MML Investors Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, UBS PaineWebber Inc., Pruco Securities Corporation, IDS Life Insurance Company, and American Express Financial Advisors Inc. Brett is a Series 6, 7, 9, 10, 24, 63, and 65 licensed professional and specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW HAVEN CT)
CT
08/13/2012 - 02/16/2023
PARK AVENUE SECURITIES LLC (NEW HAVEN CT)
CT
08/03/2010 - 07/24/2012
MML INVESTORS SERVICES, LLC (FARMINGTON CT)
CT
01/26/2002 - 07/07/2010
METLIFE SECURITIES INC. (WETHERSFIELD CT)
CT
01/26/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WETHERSFIELD CT)
NJ
11/29/2000 - 01/10/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NJ
11/18/1999 - 12/01/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
07/05/1994 - 10/19/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/15/1991 - 10/19/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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