Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Sneed is an investment advisor representative with PNC Investments. Brett has been working in the industry since September 27, 2015 and is registered with the state of North Carolina. Previously, Brett was registered with CUSO Financial Services, LP and Edward Jones. Brett is licensed to offer securities and investment advice in Georgia, North Carolina, Pennsylvania, and South Carolina.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
12/05/2019 - Present
PNC Investments (WINSTON-SALEM NC)
NC
03/29/2017 - 11/27/2019
CUSO FINANCIAL SERVICES, L.P. (WINSTON SALEM NC)
NC
09/14/2015 - 03/21/2017
EDWARD JONES (WINSTON SALEM NC)
BOTH
Issued 10/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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