Unclaimed
Brett Michael Signaigo is an investment advisor representative who has been working in the financial services industry since May 2014. Brett is currently registered with LPL Financial LLC, where he has been employed since April 2021. Prior to his current role, Brett held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Brett is licensed to provide investment advice in California and holds Series 7 and Series 66 licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/10/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
03/16/2015 - 09/15/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CUPERTINO CA)
CA
08/27/2013 - 03/03/2015
MORGAN STANLEY (LA JOLLA CA)
BOTH
Issued 09/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brett Signaigo is the right advisor for you? Invested Better is here to help.