Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett T. Holmes is a financial advisor at Kestra Advisory Services, LLC, and has been in the industry since 2012. Brett is a Certified Financial Planner and Chartered Financial Analyst and holds Series 66, SIE, and Series 7 licenses. Brett specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Brett is also a partner at Berman McAleer LLC and an owner of Berman McAleer Holdings, LLC.
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.
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.
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2
MD
04/19/2016 - Present
Kestra Advisory Services, LLC (TIMONIUM MD)
BOTH
Issued 02/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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