Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Davey is a financial advisor at Qualified Planning in SAN DIEGO, CA. Brett has been in the financial industry since 2009 and is a Certified Financial Planner. Brett has experience working with clients on a variety of financial planning needs, including retirement planning, college savings, and estate planning. Brett is also licensed to sell securities and provides investment management services.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
01/01/2025 - Present
Qualified Planning (SAN DIEGO CA)
CA
08/14/2009 - 12/17/2012
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 04/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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