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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 Michael Slattery is a financial advisor with Willis Investment Counsel Inc. in Gainesville, GA. Brett has been in the financial services industry since 1996. Brett has a Series 6, Series 63, and Series 65 licenses. Brett is also a Chartered Financial Analyst. Brett has experience working with individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities. Brett has expertise in portfolio management, financial planning, and pension consulting. Brett also provides educational seminars. Brett is registered with the state of Georgia as an Investment Advisor Representative.
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.
Other firms manage part of the item 5f amount for which we also have management and/or advisory responsibility.
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.
Family office, advisory and consulting fees
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2
GA
11/20/2012 - Present
Willis Investment Counsel Inc. (GAINESVILLE GA)
NY
07/15/1997 - 12/09/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
WI
06/25/1996 - 06/23/1997
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
IA
Issued 10/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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