Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Krutiansky-stav is a registered representative with Cetera Investment Advisers LLC, located in New York, NY. Brett has been working in the financial industry for over 2 years and is currently registered in New York. Brett holds a Series 66 license and is a technology consultant with both CBK Wealth and Wealthpaw AI. Brett's specializations include: 1. Financial Planning, 2. Investment Advisory Services, 3. Portfolio Management, 4. Retirement Planning, 5. Estate Planning, and 6. Insurance.
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.
A percentage of the total value of assets under management is charged.
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NY
10/02/2024 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
Active
Inactive
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