Advisor at Berets Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Berets Financial Services LLC
Location
Olympia, WA
Credentials
Series 65
Industry experience
5 years
Olympia, WA
Washington
South Puget Sound Community Orchestra
2023 - Present (3 years)
South Sound Community Orchestra
2019 - Present (7 years)
H & R Block
2019 - 2020 (1 year)
self Employed
2018 - 2019 (1 year)
Music and Arts
2002 - 2018 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Olympia, WA
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CFP®, Series 63, Series 65
Olympia, WA
Wilhelm Financial Services, PLLC
Series 63, Series 65
Olympia, WA
Cooper Point Advisors LLC
ChFC®, Series 63
Lacey, WA
Quantum Solutions, Inc.
Series 63, Series 65
Olympia, WA
Van Hubly Investments LLC
Series 63, Series 65
Olympia, WA
Altair Investment Management
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