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 Heuertz is a registered representative with Eagle Strategies LLC. Brett is also an Investment Advisor Representative. Brett is licensed in Colorado and Texas. Brett has been in the industry since 2021, and specializes in providing financial planning, portfolio management for individuals and publication of periodicals. Brett works with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations.
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.
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.
1
2
CO
12/20/2022 - Present
Eagle Strategies LLC (LITTLETON CO)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 5/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brett Heuertz is the right advisor for you? Invested Better is here to help.
