Unclaimed
Brett William Lilley is a financial advisor with XMS Capital Partners, LLC. Brett has been in the financial industry since 2010. Brett holds Series 63, 79, 82TO, and SIE licenses and is registered to provide investment advice in Illinois. Prior to joining XMS Capital Partners, LLC, Brett worked at BMO Capital Markets Corp.
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.
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.
1
2
IL
09/20/2011 - Present
XMS Capital Partners, LLC (CHICAGO IL)
IL
09/14/2010 - 09/01/2011
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
BC
Issued 08/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2021
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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