Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Matthew Hasenecz is a financial advisor who has been in the industry since 2004. Brett is currently registered with Fidelity Personal and Workplace Advisors. Brett is licensed in multiple states and has several industry certifications. Prior to joining Fidelity Personal and Workplace Advisors, Brett worked at BANC OF AMERICA INVESTMENT SERVICES, INC. and First Investors Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/08/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
11/16/2007 - 06/01/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FORT LEE NJ)
NJ
01/21/2004 - 11/26/2007
FIRST INVESTORS CORPORATION (FAIRFIELD NJ)
IA
Issued 12/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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