Unclaimed
Brett Hamilton is a financial advisor with On Investment Management Co., working in the Charleston, WV branch. Brett has over 20 years of experience in the financial industry and is registered in multiple states including West Virginia, Ohio, Florida, Pennsylvania, and South Carolina. Brett offers financial planning, portfolio management services for individuals, and investment management services. Brett also works with charitable organizations and pension and profit-sharing plans. In addition to Brett's work at On Investment Management Co. Brett is also a partner in several real estate properties.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
WV
02/28/2014 - Present
ON Investment Management Co. (CHARLESTON WV)
PA
01/28/2004 - 02/24/2014
NEW ENGLAND SECURITIES (PITTSBURGH PA)
IA
Issued 08/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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