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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Dalessandro is a financial advisor with Cetera Investment Advisers LLC. Brett has been in the financial services industry since 2009. Brett is registered in Louisiana and Texas. Brett's experience includes working with individuals, corporations, high-net-worth individuals, and other institutions. Brett provides financial planning, portfolio management, and pension consulting services.
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.
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LA
04/10/2019 - Present
Cetera Investment Advisers LLC (COVINGTON LA)
LA
07/15/2016 - 03/28/2018
CAPITAL ONE INVESTING, LLC (COVINGTON LA)
LA
07/01/2016 - 07/07/2016
INFINEX INVESTMENTS, INC. (METAIRIE LA)
LA
05/05/2015 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (METAIRIE LA)
LA
10/01/2012 - 05/08/2015
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
LA
03/11/2015 - 03/16/2015
ESSEX NATIONAL SECURITIES, LLC (METAIRIE LA)
LA
05/20/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW ORLEANS LA)
IA
Issued 3/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/7/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 5/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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