Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Bryan is an active Registered Representative and Investment Advisor Representative. Brett has over 18 years of experience in the financial industry. Brett has worked for Charles Schwab & CO., Inc., TD Ameritrade, Inc., and ScotTrade, Inc. Brett has passed multiple securities exams including the Series 66, Series 7, Series 10, Series 9, Series 24, and the SIE. Brett is a Certified Financial Planner and is registered in multiple states. Brett specializes in providing financial planning and other advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NV
07/08/2024 - Present
Charles Schwab & CO., Inc. (Reno NV)
AK
04/28/2023 - 05/19/2024
TD AMERITRADE, INC. (Anchorage AK)
AK
02/26/2018 - 10/20/2021
TD AMERITRADE, INC. (ANCHORAGE AK)
AK
06/14/2006 - 02/26/2018
SCOTTRADE, INC. (ANCHORAGE AK)
TX
04/22/2006 - 05/23/2006
TD AMERITRADE, INC. (FORT WORTH TX)
TX
09/29/2005 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 10/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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