Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Michael Carter is a financial advisor with Charles Schwab & CO., Inc. Brett is a licensed advisor in 53 states, including Virginia, and is registered with FINRA and the SEC. Brett's registration with Charles Schwab began in August 2022. Brett has also worked with TD Ameritrade, Inc. in the past. Brett has been a financial professional since October 2021.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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VA
08/10/2022 - Present
Charles Schwab & CO., Inc. (Tysons Corner VA)
VA
12/20/2022 - 05/19/2024
TD AMERITRADE, INC. (Tysons Corner VA)
BOTH
Issued 11/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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