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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 Palmquist is a financial advisor with Raymond James Financial Services Advisors, Inc. Brett has been in the industry since July 2005, working for several prominent firms including Wells Fargo Advisors, LLC and The Variable Annuity Marketing Company. Brett has a variety of certifications, including Series 6, 7, 63, 66, SIE and 6TO licenses. Brett currently provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (HILLSBORO OR)
OR
12/22/2014 - 11/19/2015
HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)
OR
01/03/2011 - 01/02/2015
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
08/07/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
TX
05/03/1999 - 05/30/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/03/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 09/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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