Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Warrick is a financial advisor at Fifth Third Securities, Inc. Brett holds a Series 63 license, which allows them to sell securities in Ohio. Brett also holds a Series 65 license, which allows them to provide investment advice in Ohio. In addition to their securities licenses, Brett also holds a Series 6TO license, which allows them to sell investment company products and variable contracts. Brett has experience in the financial services industry, having previously worked at The Huntington Investment Company and Bankers Life Securities, Inc. Brett is also a licensed real estate owner and a professional co-angler bass fisherman.
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.
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.
Sponsor wrap fee program
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
06/09/2023 - Present
Fifth Third Securities, Inc. (NEWARK OH)
OH
11/15/2021 - 05/18/2023
THE HUNTINGTON INVESTMENT COMPANY (POWELL OH)
OH
10/29/2020 - 11/12/2021
BANKERS LIFE SECURITIES, INC. (Westerville OH)
IA
Issued 06/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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