Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Segaloff is a financial professional with over 20 years of experience in the financial services industry. Brett is currently registered with Fidelity Distributors Co. LLC and Fidelity Brokerage Services LLC, both of which are subsidiaries of Fidelity Investments. Brett has previously held positions with Fidelity Investments Institutional Services Company, Inc., National Financial Services LLC, and Fidelity Distributors Corporation. Brett holds Series 6 and Series 63 licenses and has passed the SIE exam.
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.
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.
1
2
NH
11/15/2019 - Present
Fidelity Distributors Co. LLC (MERRIMACK NH)
MA
11/21/2019 - 12/31/2019
FIDELITY DISTRIBUTORS CORPORATION (BOSTON MA)
MA
07/15/2009 - 08/11/2015
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
08/26/1998 - 12/14/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brett Segaloff is the right advisor for you? Invested Better is here to help.
