Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Wieser is a financial advisor registered with LPL Financial LLC, based in PEKIN, Illinois. Brett has been in the industry for over 10 years, with previous experience at MML Investors Services, LLC. Brett holds the Series 7TO, SIE, and Series 66 licenses and is registered in Illinois, Georgia, Kentucky, New Hampshire and Tennessee. Brett provides financial planning and investment advice services to individuals, businesses, and charitable organizations. Brett is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
02/20/2024 - Present
LPL Financial LLC (PEKIN IL)
IL
08/27/2021 - 02/17/2022
MML INVESTORS SERVICES, LLC (Peoria IL)
BOTH
Issued 02/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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