Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Martin Pechersky is a financial advisor who has been in the industry since May 18, 2000. Brett is currently registered with Cambridge Investment Research Advisors, Inc. Brett has previously been employed by Trustmont Financial Group, Inc. , Olde Economie Financial Consultants, LTD., and Morgan Stanley DW Inc.. Brett holds Series 7, 31, and 66 securities licenses. Brett also has the SIE license and is currently registered with the states of California, Colorado, Florida, Maryland, Massachusetts, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and West Virginia. Brett is an insurance agent selling accident & health, life and fixed annuities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
01/05/2023 - Present
Cambridge Investment Research Advisors, Inc. (MONROEVILLE PA)
PA
01/03/2007 - 03/25/2013
TRUSTMONT FINANCIAL GROUP, INC. (MONROEVILLE PA)
PA
07/03/2001 - 12/31/2006
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)
NY
05/10/2000 - 06/25/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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