Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Angel is a financial advisor with Marks Group Wealth Management, Inc. in Minnetonka, MN. Brett has been in the financial services industry since 2007 and has a Series 7, Series 66, and SIE licenses. Brett has previously worked at LPL FINANCIAL LLC and UBS FINANCIAL SERVICES INC. Brett specializes in providing financial planning and investment management services for individuals, families, and businesses.
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.
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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MN
01/16/2014 - Present
Marks Group Wealth Management, Inc. (MINNETONKA MN)
MN
12/09/2011 - 12/31/2021
LPL FINANCIAL LLC (MINNETONKA MN)
MN
11/02/2007 - 12/16/2011
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
BOTH
Issued 11/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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