Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Sohns is an investment advisor representative at Lifegoal Wealth Advisors LLC, located in Saratoga Springs, New York. Brett has been in the financial industry for over 15 years, holding both Series 65 and Series 7 licenses. Brett has experience with various financial institutions including Hartford Funds Distributors, LLC, Advisors Asset Management, Inc. and Schroders. In addition to Brett's investment advisory work, Brett is also the owner of Forever Young Spring, LLC, a commercial real estate company. Brett specializes in working with high-net-worth individuals, individuals other than high-net-worth and corporations or other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
07/11/2024 - Present
Lifegoal Wealth Advisors LLC (SARATOGA SPRINGS NY)
CO
10/14/2019 - 05/07/2021
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
PA
08/19/2016 - 10/15/2019
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
NY
03/28/2012 - 08/05/2016
SCHRODER FUND ADVISORS LLC (NEW YORK NY)
CA
01/03/2012 - 02/23/2012
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
07/14/2011 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)
CT
04/16/2008 - 04/15/2011
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
IA
Issued 11/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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