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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 Ross Hosenbold is a financial advisor with over 12 years of experience in the financial services industry. Brett has been registered with Morgan Stanley since 2011. Brett previously worked at Commerce One Financial Inc., where he was registered from November 2009 to November 2009. Brett is a registered representative and investment advisor representative. Brett is licensed in 43 states and holds the Series 66, Series 7 and SIE licenses. Brett specializes in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brett's experience includes a variety of financial services, including portfolio management, financial planning, and investment advisory services. Brett is committed to providing his clients with the highest level of personalized service and expertise.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/02/2011 - Present
Morgan Stanley (New York NY)
NY
11/02/2009 - 11/13/2009
COMMERCE ONE FINANCIAL INC. (SYOSSET NY)
BOTH
Issued 08/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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