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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 Maikowski is a financial professional associated with Cetera Investment Advisers LLC. Brett is a registered investment advisor representative in the state of Texas. Brett has been in the securities industry since July 2017. Brett holds the Series 66, Series 7 and SIE licenses. Brett also holds state licenses in Georgia, Massachusetts, Michigan, Missouri, New Mexico, New York, North Dakota, Oklahoma, and Texas. Brett specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. In addition to being a financial advisor, Brett also works as a brand ambassador for Elements Technology, Inc., a financial software company.
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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TX
06/29/2023 - Present
Cetera Investment Advisers LLC (ROCKWALL TX)
BOTH
Issued 10/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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