Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Casper is a financial advisor with Manning & Napier Investor Services, Inc. based in FAIRPORT, NY. Brett holds the Series 6, Series 26 and Series 63 licenses. Brett has been in the industry since September 2, 2015.
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.
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.
1
2
NY
09/03/2015 - Present
Manning & Napier Investor Services, Inc. (FAIRPORT NY)
BC
Issued 12/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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