Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Patrick Larocque is an Investment Advisor Representative at Johnson Brunetti, based in Wethersfield, Connecticut. Brett joined Johnson Brunetti in January 2022. Prior to joining the firm, Brett was an Investment Advisor Representative at Key Investment Services LLC in Brooklyn, Ohio. Brett specializes in providing financial advice to individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Referral fees from third-party money managers
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2
CT
01/10/2022 - Present
Johnson Brunetti (WETHERSFIELD CT)
OH
09/24/2021 - 01/04/2022
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
BOTH
Issued 10/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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