Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Reilly is a financial advisor associated with David Lerner Associates, Inc.. Brett has been in the securities industry since May 26, 2004. Brett holds a Series 7, Series 63 and SIE license and is registered with FINRA as well as the states of Arizona, California, Colorado, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, Oklahoma, Pennsylvania and South Carolina.
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.
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.
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NY
05/26/2004 - Present
David Lerner Associates, Inc. (SYOSSET NY)
BC
Issued 08/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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