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Brett Thomas Ciarlo

Brokers International Financial Services, LLC

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About Brett Thomas Ciarlo

Brett Ciarlo is an investment advisor representative at Brokers International Financial Services, LLC, based in Urbandale, IA. Brett has over 15 years of experience in the financial services industry. Brett also has prior experience as a District Sales Manager at American Senior Benefits and a Real Estate Salesperson at Brown Harris Stevens. Brett is licensed in Connecticut and is also registered with FINRA.

Firm Information

Brett Ciarlo is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets managed by third-party advisor firms

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Brett Ciarlo’s Registration & Firm History

IA

09/23/2022 - Present

Brokers International Financial Services, LLC (URBANDALE IA)

CT

08/02/2010 - 09/26/2022

LINCOLN INVESTMENT (FARMINGTON CT)

CT

09/30/2009 - 08/02/2010

GREAT AMERICAN ADVISORS, INC. (FARMINGTON CT)

NJ

03/22/2007 - 10/07/2009

AXA ADVISORS, LLC (BAYONNE NJ)

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Licenses & Designations

BOTH

Issued 04/12/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Thomas Ciarlo.
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