Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Valderas is a financial advisor with Avantax Advisory Services. Brett has been in the industry since 2020. Brett is licensed to provide investment advice in Texas. Prior to joining Avantax Advisory Services, Brett was an investment advisor representative at Purshe Kaplan Sterling Investments and Cabot Lodge Securities LLC. Brett is also a licensed real estate agent and assists Realtors with open houses and showings. Brett holds Series 4, 7TO, 24, 52TO, 53 and 66 licenses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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 fees
1
2
TX
07/24/2023 - Present
Avantax Advisory Services (DALLAS TX)
TX
11/27/2020 - 09/30/2021
PURSHE KAPLAN STERLING INVESTMENTS (Frisco TX)
TX
01/01/2020 - 09/30/2021
CABOT LODGE SECURITIES LLC (Frisco TX)
BOTH
Issued 07/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/14/2023
Series 4 - Registered Options Principal Examination
BC
Issued 06/24/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/21/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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