Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Daniels is a registered representative with Rockefeller Financial LLC, an investment firm with over 50 billion dollars in assets under management. Brett is licensed in 35 states and the District of Columbia. Brett has been in the financial industry since 2010 and has specialized in working with individuals, corporations and charitable organizations.
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.
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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TX
03/05/2021 - Present
Rockefeller Financial LLC (San Antonio TX)
TX
10/15/2010 - 03/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KENEDY TX)
BOTH
Issued 01/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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