Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett William Freese is a financial advisor with Trustwell Financial Advisors, LLC. Brett has been a registered representative in the financial industry since 1994. Brett is licensed to offer financial advice in both Florida and Texas. Brett's expertise includes providing financial planning, portfolio management for individuals, and portfolio management for businesses. Brett has been with Trustwell Financial Advisors, LLC since 2009.
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.
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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FL
02/03/2021 - Present
Trustwell Financial Advisors, LLC (JACKSONVILLE FL)
NY
10/19/1998 - 10/15/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/14/1994 - 10/30/1997
MERRILL LYNCH FUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 02/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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