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 Reeves is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. Brett has been in the securities industry since 2003. Brett is registered with the state of Texas and Utah as an investment advisor representative. Brett has experience in portfolio management for businesses and individuals, as well as financial planning.
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.
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
UT
10/26/2018 - Present
Fidelity Personal AND Workplace Advisors (Salt Lake City UT)
UT
04/13/2010 - 12/31/2010
SUNSET FINANCIAL SERVICES, INC. (ALPINE UT)
UT
02/22/2007 - 12/31/2009
BENEFICIAL INVESTMENT SERVICES, INC. (MURRAY UT)
UT
01/05/2006 - 11/08/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (BOUNTIFUL UT)
VT
08/02/2002 - 12/10/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 10/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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