Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Meyer is a financial advisor registered with Ameriprise Financial Services, LLC. Brett has been in the industry since February 27, 2017 and holds Series 6, 7, 63, 66 and SIE licenses. Brett has been registered with Ameriprise Financial Services, LLC since December 2022. Previously, Brett was registered with Morgan Stanley from August 24, 2017 to January 6, 2023 and Chase Investment Services Corp. from July 12, 2007 to January 4, 2008. Brett has 9 active registrations with state regulators and is licensed in Florida, Georgia, Illinois, Indiana, Iowa, Michigan, New York, Texas and Wisconsin. Brett also has two active registrations with Investment Advisor regulators in Illinois and Texas.
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.
Asset allocation services
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.
1
2
IL
12/22/2022 - Present
Ameriprise Financial Services, LLC (St Charles IL)
IL
08/24/2017 - 01/06/2023
MORGAN STANLEY (GENEVA IL)
IL
07/12/2007 - 01/04/2008
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 09/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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