Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Wagner is a registered representative with Touchstone Advisors Inc. in Cincinnati, OH. Brett has been in the industry since 2010. Brett has previously worked for Fifth Third Securities, Inc. and Touchstone Securities, Inc. Brett holds the Series 63, Series 66, Series 7, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/12/2018 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
OH
04/13/2017 - 02/23/2018
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
04/12/2013 - 04/04/2017
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
KY
08/03/2010 - 03/15/2013
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 12/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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