Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Meiring is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 14 years of experience in the financial services industry. Brett is registered to provide investment advice in Arizona, Colorado, Florida, Georgia, Illinois, Kentucky, Michigan, Montana, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia and Washington. Brett holds the Series 63, Series 7TO and SIE licenses. Brett is a Certified Financial Planner. Brett provides financial planning, portfolio management, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
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OH
11/22/2022 - Present
Wells Fargo Advisors Financial Network, LLC (TROY OH)
BC
Issued 03/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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