Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Davidson is a financial professional registered in California. Brett is currently affiliated with BNY Mellon Securities Corp. Brett has been in the financial services industry for over two years. Previous experience includes UBS Financial Services Inc..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
08/17/2023 - Present
BNY Mellon Securities Corp. (NEWPORT BEACH CA)
NJ
03/19/2019 - 12/16/2021
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 04/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brett Davidson is the right advisor for you? Invested Better is here to help.
