Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Gersack is a financial advisor at Halbert Hargrove. Brett has been working in the financial industry since 2000 and has a wide range of experience in providing financial advice to individuals and institutions. Brett holds the Series 7, 63 and 66 licenses and is a Certified Financial Planner. Brett is committed to providing his clients with personalized financial advice that meets their individual needs. Brett is experienced in providing financial planning, investment consulting, portfolio management, and educational seminars.
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.
Investment consulting
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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CA
05/26/2015 - Present
Halbert Hargrove (LONG BEACH CA)
WA
04/09/2013 - 05/18/2015
CHARLES SCHWAB & CO., INC. (LYNNWOOD WA)
WA
05/10/2006 - 03/12/2013
FIDELITY BROKERAGE SERVICES LLC (BELLEVUE WA)
CA
12/05/2001 - 04/03/2006
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MO
02/17/2000 - 12/14/2001
SCOTTRADE, INC. (ST. LOUIS MO)
MN
01/17/2000 - 02/16/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/17/2000 - 02/16/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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