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 Keener is a financial advisor registered with Park Avenue Securities LLC. Brett is a Certified Financial Planner and has been in the financial industry since 2002. Brett has a wide range of experience providing financial advice to individuals, families, and businesses. Brett is licensed to sell insurance with companies other than Guardian. Brett is registered in 22 states and has a strong track record of providing sound financial guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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CA
07/31/2018 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
IA
Issued 04/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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