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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Weiler Fallon is an investment advisor representative with Osaic Wealth, Inc. Brett has been in the financial services industry since 1999. Brett specializes in providing financial planning and investment advisory services to individuals, businesses, pension and profit sharing plans and charitable organizations. Brett holds Series 7 and Series 66 securities licenses, and is registered in 29 states.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
05/08/2024 - Present
Osaic Wealth, Inc. (TEMPE AZ)
AZ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
08/09/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
03/30/2000 - 08/10/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
07/14/1999 - 04/24/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/14/1999 - 04/24/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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