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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Robert Harner is an active investment advisor representative with Cetera Investment Advisers LLC in Dunedin, Florida. Brett has been in the financial industry since December 2006. Prior to joining Cetera Investment Advisers LLC, Brett worked for LPL Financial LLC and CUSO Financial Services, L.P.. Brett is registered in California and Florida. Brett holds the Series 66, Series 7 and SIE licenses. Brett offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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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2
FL
01/22/2024 - Present
Cetera Investment Advisers LLC (DUNEDIN FL)
CA
04/12/2018 - 09/26/2022
LPL FINANCIAL LLC (SACRAMENTO CA)
CA
10/29/2012 - 03/23/2018
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
08/11/2010 - 01/05/2012
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
CA
12/19/2006 - 07/30/2010
EDWARD JONES (EL CAJON CA)
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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