Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Henderson is an investment advisor representative, registered in California and Texas. Brett has been in the industry since 2004 and has worked with various firms, including Merrill Lynch, UBS Financial Services Inc., Triad Advisors LLC, and IFP Securities, LLC. Brett is currently associated with Consolidated Portfolio Review Corp., where Brett provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Brett's clients are primarily high-net-worth individuals and pension and profit-sharing plans.
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
CA
06/28/2024 - Present
Consolidated Portfolio Review Corp. (Hermosa Beach CA)
CA
04/02/2020 - 07/01/2024
IFP SECURITIES, LLC (El Segunda CA)
CA
06/20/2018 - 04/02/2020
TRIAD ADVISORS LLC (El Segundo CA)
CA
01/30/2009 - 06/13/2018
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
CA
06/16/2004 - 02/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
BOTH
Issued 07/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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