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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 Michael Durick is a financial advisor who has been working in the industry since 2010. He is currently registered with Goldman Sachs & Co. LLC, a firm specializing in a wide range of financial services. Brett has a robust set of licenses and credentials, including Series 7, 79, 63, 66, and 24. His areas of expertise include investment banking, financial planning, and portfolio management. He has significant experience in working with high-net-worth individuals, corporations, and pooled investment vehicles. Before joining Goldman Sachs, Brett worked for Janney Montgomery Scott LLC.
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.
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.
Earned based on transactions or products sold.
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.
Execution charges, custody, management fee
1
2
NY
08/29/2011 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
MA
07/24/2006 - 04/03/2007
JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)
BC
Issued 08/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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