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 Pacific is a financial professional with over 20 years of experience in the industry. Brett Pacific is currently registered with Sun Life Institutional Distributors (u.s.) LLC in Wellesley Hills, MA. Brett Pacific has held previous positions with SUN LIFE FINANCIAL DISTRIBUTORS, INC. in Wellesley Hills, MA and MORGAN STANLEY & CO., INCORPORATED in New York, NY. Brett William Pacific holds licenses for Series 3, 7, 30 and 63 exams along with the SIE exam. Brett Pacific holds active registrations in 52 states and the District of Columbia.
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.
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MA
04/16/2018 - Present
SUN Life Institutional Distributors (u.s.) LLC (WELLESLEY HILLS MA)
MA
06/16/2005 - 03/15/2018
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
10/23/2000 - 07/17/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2017
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2017
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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