Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brette? Claim Your ProfileBrette Helbig MacLean is a financial advisor at Maclean Capital Advisors, LLC. Brette has been in the financial services industry since 2008 and holds the Series 66, Series 7 and Series 99TO licenses. Brette offers financial planning and portfolio management services to individuals and pension plans. Brette is also an Independent Insurance Salesperson for various carriers.
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.
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
05/18/2011 - Present
MacLean Capital Advisors, LLC (INDIAN WELLS CA)
CA
05/01/2009 - 07/29/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (INDIAN WELLS CA)
CA
03/13/2008 - 02/19/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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