Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Marshall Blackwell is a financial advisor at Edward Jones. Brett has been in the financial services industry since August 29, 2017, and holds Series 6, 7, 63 and 66 securities licenses. Brett specializes in providing financial planning services, pension consulting and selection of other advisers to individuals, businesses and high-net-worth clients. Brett is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Brett's current office location is 1125 Sanctuary Pkwy Suite 280, Alpharetta, GA 30009-7611.
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.
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.
See schedule d - miscellaneous
1
2
GA
07/08/2024 - Present
Edward Jones (ALPHARETTA GA)
GA
08/16/2017 - 12/31/2018
MWA FINANCIAL SERVICES INC. (Kennesaw GA)
BOTH
Issued 03/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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