Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Marek is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of the Atlanta, Georgia branch. Brett has been in the financial industry since 2003 and is registered to provide investment advice in 38 states. Brett has experience providing investment advice to individuals, businesses, and institutions. He specializes in providing investment advisory services in areas including but not limited to, portfolio management, selection of other advisors, and financial planning. Brett's focus is on helping clients reach their financial goals. Brett has a wide range of expertise, including asset allocation, investment strategy, and retirement planning. He is also a highly skilled communicator and is dedicated to providing his clients with exceptional service. Brett has a strong understanding of the financial markets and is committed to helping his clients make informed investment decisions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
10/19/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
06/23/2003 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
IA
Issued 02/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brett Marek is the right advisor for you? Invested Better is here to help.
