Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Von Flatern is a financial professional with over seven years of experience in the financial services industry. Brett is registered with Cetera Investment Advisers LLC and holds Series 7, Series 63, and Series 66 securities licenses. Brett specializes in providing financial planning, portfolio management, and other financial services to individuals, families, and businesses. Brett works with clients to help them achieve their financial goals, whether it is saving for retirement, planning for college, or protecting their assets. Previously, Brett worked with Securian Financial Services, Inc. and Fidelity Brokerage Services LLC.
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.
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2
CT
08/10/2023 - Present
Cetera Investment Advisers LLC (WINDSOR CT)
CT
09/14/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Windsor CT)
NH
11/05/2015 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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