Unclaimed
Brett Amendola is an investment advisor representative registered with Cetera Investment Advisers LLC. Brett has been in the industry since 1992 and holds both Series 65 and Series 63 licenses. Brett provides financial planning, pension consulting and portfolio management services to individuals, businesses and charitable organizations.
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.
1
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 2/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 2/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/2/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/4/1995
Series 7 - General Securities Representative Examination
BC
Issued 8/2/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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