Unclaimed
Brett Burzynski is an investment advisor representative at AE Wealth Management, LLC. Brett has been in the industry since 2006. Brett has a Series 7, Series 63, and Series 66 license and is registered in Michigan. Brett specializes in providing financial planning and investment advice to individuals, businesses, and pension plans. Brett is also a licensed insurance agent and operates Burzynski Group Retirement Solutions.
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.
1
2
MI
08/17/2018 - Present
AE Wealth Management, LLC (Troy MI)
MI
02/17/2010 - 12/31/2010
PROFESSIONAL ASSET MANAGEMENT, INC. (TROY MI)
MI
08/30/2006 - 02/06/2008
HANTZ FINANCIAL SERVICES, INC. (GRANDVILLE MI)
BOTH
Issued 01/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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