Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Macklin Thomas is a financial advisor with Ameriprise Financial Services, LLC, a firm with over $1 billion in assets under management. Brett has been in the industry since 2020. Brett has Series 7TO, Series 66, and SIE licenses. Brett works with a variety of clients, including individuals, high-net-worth individuals, trusts and estates, charitable organizations, corporations, and pension and profit-sharing plans. Brett specializes in financial planning, asset allocation services, portfolio management, and pension consulting. Brett provides advisory services for both individuals and businesses.
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.
Asset allocation services
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
OR
08/06/2024 - Present
Ameriprise Financial Services, LLC (PORTLAND OR)
OR
02/05/2021 - 06/08/2021
MML INVESTORS SERVICES, LLC (LAKE OSWEGO OR)
BOTH
Issued 07/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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