Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Tyler Agnew is a financial advisor with Journey Strategic Wealth LLC. Brett has been in the industry for over 20 years and holds a Series 7, 6, 63, and SIE licenses, as well as the Series 4 and 24 principal licenses. Brett is also a Certified Financial Planner. Brett has experience working with both individuals and businesses.
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.
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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NJ
01/06/2025 - Present
Journey Strategic Wealth LLC (SUMMIT NJ)
CA
08/30/2017 - 03/29/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Walnut Creek CA)
CA
06/02/2014 - 12/16/2016
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
09/26/2003 - 06/03/2014
JMP SECURITIES LLC (SAN FRANCISCO CA)
CA
06/11/2001 - 12/18/2002
HOTOVEC, POMERANZ & CO., LLC (SAN FRANCISCO CA)
CA
09/17/1999 - 07/25/2000
E*OFFERING (SAN FRANCISCO CA)
CA
05/29/1997 - 08/27/1999
VOLPE BROWN WHELAN & COMPANY, LLC (SAN FRANCISCO CA)
NY
02/10/1997 - 05/21/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
07/28/1995 - 12/01/1995
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
NA
11/09/1993 - 01/05/1994
REYNOLDS KENDRICK STRATTON, INC.
MN
08/06/1993 - 09/28/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 09/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/16/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/08/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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