Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Temple Stephens is an Investment Advisor Representative registered in Tennessee and Texas. Brett works at Edelman Financial Engines, a firm that serves individual and business clients. Brett Stephens provides financial planning and portfolio management services to clients. They hold a Series 6, Series 63 and Series 65 license. Brett Stephens is a Certified Financial Planner (CFP). They are registered with Edelman Financial Engines and previously worked at AIG RETIREMENT ADVISORS, INC. Their current firm has a total of 1,561,555 accounts under management and a total of 448,243 clients.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
TN
01/06/2020 - Present
Edelman Financial Engines (KNOXVILLE TN)
TX
06/06/2006 - 05/13/2008
AIG RETIREMENT ADVISORS, INC. (HOUSTON TX)
IA
Issued 05/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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