Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brecht is a financial advisor at Osaic Wealth, Inc. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is a registered representative with FINRA and holds Series 7, 63, and 65 licenses. Jeffrey also holds the SIE license. Prior to joining Osaic Wealth, Inc., Jeffrey worked at Sagepoint Financial, Inc. and H&R Block Financial Advisors, Inc. Jeffrey provides financial planning and investment management services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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TX
09/01/2023 - Present
Osaic Wealth, Inc. (ROUND ROCK TX)
TX
06/18/2007 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ROUND ROCK TX)
TX
04/01/2004 - 01/23/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (AUSTIN TX)
MO
06/19/2002 - 12/08/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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