Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Raymond Cloak is a financial advisor with over 20 years of experience in the industry. Brett currently works with Private Advisor Group, LLC, a firm with a strong reputation for providing comprehensive financial planning and investment management services. Brett has a strong track record of success and is committed to helping clients achieve their financial goals. He is passionate about helping individuals and families plan for retirement, college savings, and other financial needs. Brett holds the Series 63, Series 65, and Series 7 licenses, as well as the SIE exam. He is a registered representative in multiple states and has a broad range of experience in the financial services industry. Brett is also a certified financial planner (CFP).
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/27/2020 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
05/08/2003 - 02/24/2011
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
SC
02/21/2002 - 05/12/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 10/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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