Unclaimed
Brett Taylor Courtmanche is an active investment advisor representative with MML Investors Services, LLC. Brett has been in the industry since 2003. Brett has a total of 53 active state securities licenses, and is registered in Texas and Connecticut as an Investment Advisor Representative. Brett is licensed in several states including Connecticut, Texas, and New York. Brett holds Series 7, 9, 10, 24, 53, 63, and 66 securities licenses, along with the SIE exam. Prior to joining MML Investors Services, LLC, Brett was with Advest, Inc. and Olde Discount Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
01/19/2022 - Present
MML Investors Services, LLC (NORWALK CT)
CT
03/29/2004 - 05/10/2005
ADVEST, INC. (HARTFORD CT)
MI
09/21/1994 - 03/09/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 04/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/14/2004
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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