Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Pandelo is a financial advisor with over 17 years of experience in the financial services industry. Brett is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions at Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Primevest Financial Services, Inc. and New England Securities. Brett is licensed in 34 states and the District of Columbia, and is also a Registered Investment Advisor in New Jersey and Texas. Brett specializes in providing financial planning, investment management, and portfolio management services for individuals, businesses, and institutions.
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.
Investment consulting services to institutional clients
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.
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2
NJ
08/21/2024 - Present
Wells Fargo Clearing Services, LLC (OAKHURST NJ)
NJ
06/01/2009 - 01/03/2024
MORGAN STANLEY (TOMS RIVER NJ)
NY
11/27/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NJ
02/26/2007 - 03/07/2007
MORGAN STANLEY DW INC. (JERSEY CITY NJ)
NJ
11/28/2005 - 02/20/2007
PRIMEVEST FINANCIAL SERVICES, INC. (JERSEY CITY NJ)
NY
11/02/2004 - 05/11/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 05/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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