Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Thomas Straub is an Investment Advisor Representative at The Ameriflex Group, a firm that provides comprehensive wealth management, financial planning, and investment advisory services. Brett has been in the financial services industry since 1991 and has held various roles at firms such as Principal Securities, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Brett is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 6, and 63 licenses, as well as the SIE and Series 65. Brett is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Brett is currently registered with The Ameriflex Group, a firm with over 148 licensed agents and 149 investment advisor representatives, and is committed to providing clients with personalized financial advice and planning.
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.
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.
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2
NJ
02/25/2022 - Present
THE Ameriflex Group (Haddon Heights NJ)
PA
02/24/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MALVERN PA)
PA
11/13/2002 - 02/28/2022
PRINCIPAL SECURITIES, INC. (Wayne PA)
MA
09/14/1993 - 11/18/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/14/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
OH
04/10/1991 - 09/14/1993
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 03/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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