Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Van Sloten is a financial advisor associated with Raymond James Financial Services Advisors, Inc., working out of the Decorah, IA office. Brett has been in the financial services industry since March 2018. Brett has a background in business and has worked with various clients in the past. Brett can provide a range of services including Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IA
07/16/2021 - Present
Raymond James Financial Services Advisors, Inc. (Decorah IA)
IA
05/20/2019 - 09/28/2021
LPL FINANCIAL LLC (DECORAH IA)
IA
03/08/2018 - 05/17/2019
EDWARD JONES (SHELDON IA)
BOTH
Issued 03/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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