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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 MacAuley is a financial advisor with Ameriprise Financial Services, LLC. Brett has been in the financial industry since 1993 and holds Series 6, 7, 24, 63, and 65 licenses. Brett works with clients of all types, including individuals, families, businesses, and trusts. Brett specializes in financial planning, asset allocation, and investment management.
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.
Asset allocation services
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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2
CA
01/07/2003 - Present
Ameriprise Financial Services, LLC (Roseville CA)
MN
01/07/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
12/15/2000 - 12/10/2002
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NJ
10/06/1998 - 11/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
07/30/1993 - 07/14/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/30/1993 - 07/14/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
03/08/1993 - 07/28/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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