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 Wentzell is a financial advisor who has been in the industry since January 18, 2006. Brett is currently registered with Commonwealth Financial Network and has a Series 66, Series 7, and SIE license. Brett specializes in helping individuals, corporations, high-net-worth individuals, and retirement plans with their financial planning needs. Brett also has experience working with charitable organizations and pension and profit sharing plans. Brett is licensed in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, and Washington. Brett is a co-owner of Bounce is Gold, LLC and Meritage Financial Strategies, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
04/29/2021 - Present
Commonwealth Financial Network (Glastonbury CT)
CT
01/18/2006 - 04/30/2021
MML INVESTORS SERVICES, LLC (Hamden CT)
BOTH
Issued 02/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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