Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Matlack is a financial professional with over 10 years of experience in the industry. Brett is currently registered with Vanguard Marketing Corp. in Malvern, PA. Brett holds several industry licenses including Series 6, 7, 24, 63, 99TO and the SIE. Brett has experience in both investment advisory and securities brokerage.
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.
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.
1
2
PA
08/07/2013 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 08/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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