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 Trusty is a financial advisor with Edward Jones. Brett T Trusty has been working in the financial industry for over 16 years. Brett T Trusty has a Series 6, 7, 63 and 66 licenses and has held various positions in different financial institutions, including Fidelity Investments and Community Trust Bank. Currently, Brett T Trusty is registered with Edward Jones in Kentucky and provides financial advisory services to individuals, corporations, charitable organizations, partnerships, investment clubs, and limited liability companies.
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.
See schedule d - miscellaneous
1
2
KY
09/07/2024 - Present
Edward Jones (Lexington KY)
KY
01/01/2008 - 03/25/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
04/30/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BOTH
Issued 09/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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