Unclaimed
Brett Mulitz is a financial advisor who has been in the industry since September 17, 2021. Brett is currently registered with Robinhood Financial, LLC and is active in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Previously, Brett worked for J.P. Morgan Securities LLC, E*TRADE SECURITIES LLC, and Morgan Stanley. Brett holds the Series 7, Series 66, and SIE 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.
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.
1
2
FL
02/13/2024 - Present
Robinhood Financial, LLC (Lake Mary FL)
NY
08/08/2023 - 01/17/2024
J.P. MORGAN SECURITIES LLC (BABYLON NY)
NY
08/23/2021 - 08/21/2023
E*TRADE SECURITIES LLC (Garden City NY)
NY
03/20/2023 - 08/17/2023
MORGAN STANLEY (Garden City NY)
BOTH
Issued 12/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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