Brett Flatern is a registered investment advisor, based in Brewster, MA, with 10 years of industry experience.
Location
2404 Main St, Unit 3, Brewster, MA, 02631
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brett is an agent/broker for Pioneer Fixed Insurance since 2018, spending about 10-20% of his time on fixed insurance sales. He also works as a financial professional for Evergreen Financial, Inc., dedicating about a quarter of his time to financial services and fixed insurance sales and service.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations7 states
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