Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Ryan Pernicano is a financial advisor with over 17 years of experience in the industry. Brett is a CERTIFIED FINANCIAL PLANNER™, CHARTERED FINANCIAL CONSULTANT, and CHARTERED FINANCIAL ANALYST. Brett is currently registered with Corient. Brett has also been registered with AXA ADVISORS, LLC, DOWLING & YAHNKE, LLC, CIPW Service Company, LLC, and Corient Services LLC. Brett specializes in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Brett holds several industry certifications, including the Series 7, Series 24, and Series 66 exams. Brett is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
09/15/2022 - Present
Corient (San Diego CA)
CA
08/22/2005 - 10/14/2014
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 07/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/14/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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