Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Mizzi is a financial advisor with over 6 years of experience in the financial services industry. Brett is registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and has also worked with Jefferies LLC. Brett is a graduate of the University of Michigan and holds Series 7, 79, 63 and 66 licenses. Brett's previous roles at Jefferies LLC and Bank of America Merrill Lynch, provide him with a strong understanding of the financial markets. Brett's primary focus is on portfolio management for individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
05/31/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DEARBORN MI)
NY
07/11/2016 - 07/10/2018
JEFFERIES LLC (NEW YORK NY)
BOTH
Issued 4/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/6/2021
Series 7TO - General Securities Representative Examination
BC
Issued 7/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/11/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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