Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Needham Holland is a financial advisor with Stifel, Nicolaus & Company, Inc. Brett has been in the industry since May 2000 and is registered with both the state of Pennsylvania and Texas. Brett has a background in securities and investment advisory services. Brett's areas of expertise include financial planning, portfolio management, and pension consulting. Brett is dedicated to providing clients with the highest level of service and expertise. Brett is a member of the Lebanon Rescue Mission Board.
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.
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
PA
05/10/2018 - Present
Stifel, Nicolaus & Company, Inc. (LEBANON PA)
PA
10/28/2005 - 07/10/2007
RYAN BECK & CO. (CAMP HILL PA)
MD
05/26/2000 - 11/09/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 06/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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