Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Myers is a financial advisor with Oppenheimer & Co. Inc. Brett has been in the industry since 2018. Brett is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Brett is also registered as an investment advisor in several states, including California, Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Brett has passed the Series 63, Series 66, Series 7, and the Securities Industry Essentials Examination (SIE). Brett is also specialized in various investment strategies and provides financial planning, portfolio management, and selection of other advisors services. Brett has worked with various clients, including individuals, businesses, and retirement and other entity types.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
DC
04/12/2024 - Present
Oppenheimer & Co. Inc. (WASHINGTON DC)
DC
02/19/2021 - 03/12/2024
J.P. MORGAN SECURITIES LLC (Washington DC)
MD
02/13/2020 - 11/24/2020
MORGAN STANLEY (ROCKVILLE MD)
MD
10/23/2018 - 01/08/2019
MORGAN STANLEY (ROCKVILLE MD)
BOTH
Issued 10/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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