Brett G. Ketvertis CLU, ChFC®
Financial Planner / Investment Advisor Representative
- Over 20 years of experience in the Financial Services Industry
- Chartered Life Underwriter and Chartered Financial Consultant designations
- Experience with insurance products including Life Insurance, Disability Income, and Long Term care
- Proficient in investment management and wealth accumulation strategies
- Member of the National Association of Insurance and Financial Advisors
- Member of the Cleveland chapter of the Society of Financial Service Professionals
- FINRA registered and licensed in several states with Series 6, 7, 63, and 65 registrations
- Member of the Million Dollar Round Table- To Qualify for the Million Dollar Round Table members must meet a certain level of premium, commission, or income during the year. The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Brett applied for membership and a fee of $550 was paid to be a member. There were no fees to promote the membership. For details please visit http://bit.ly/2eFx0ex
