Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Wilson is a financial advisor in Southlake, Texas. Brett Wilson is a registered representative with Sanctuary Securities, Inc. and has been in the industry since 2020. Brett Wilson holds the Series 7, Series 63 and SIE licenses. Brett Wilson has previously worked at Kestra Investment Services, LLC, Fidelity Brokerage Services LLC and National Financial Services LLC.
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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2
TX
03/11/2024 - Present
Sanctuary Securities, Inc. (SOUTHLAKE TX)
TX
07/06/2021 - 01/09/2024
KESTRA INVESTMENT SERVICES, LLC (DALLAS TX)
TX
11/06/2020 - 04/13/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/29/2020 - 09/29/2020
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
BC
Issued 03/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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