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 Covert is a financial advisor who is licensed to provide investment advice in North Carolina and Texas. Brett is currently employed by Corient. Brett has been in the industry for over a decade and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Brett specializes in providing financial planning, portfolio management, and retirement planning services. Brett holds the Series 7 and Series 66 securities licenses.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
10/11/2022 - Present
Corient (MIAMI FL)
VA
05/18/2017 - 03/12/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
VA
07/23/2013 - 05/23/2017
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
VA
11/05/2011 - 07/17/2013
BB&T INVESTMENT SERVICES, INC. (FAIRFAX VA)
WV
11/29/2007 - 05/22/2008
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
BC
Issued 08/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brett Covert is the right advisor for you? Invested Better is here to help.
