Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Skorstad is an individual financial advisor who is currently registered with LPL Financial LLC and has been in the financial industry since 1997. Brett holds Series 7, Series 63, and Series 65 licenses and has previously worked at firms like Morgan Stanley and Wells Fargo Investments. Brett is also registered with the state of Idaho as an Investment Advisor Representative. Brett's current business is located at 1015 WARNER AVE, LEWISTON, ID 83501.
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.
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2
ID
06/23/2022 - Present
LPL Financial LLC (LEWISTON ID)
WA
03/03/2010 - 06/24/2022
MORGAN STANLEY (Bellevue WA)
WA
03/16/2005 - 01/27/2010
WELLS FARGO INVESTMENTS, LLC (EVERETT WA)
MO
07/30/1997 - 06/03/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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