Brecc K. Avellar
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Brecc Keith Avellar, who also goes by Brecc K Avellar, Avellar Keith Brecc, was a registered financial professional .
Brecc is a previously registered financial professional and started their career in finance in 2001. Brecc had worked at 7 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 1, 2013 - December 31, 2013
SLOAN INVESTMENT ADVISORS LLC
June 25, 2012 - December 20, 2012
ALLSTATE FINANCIAL SERVICES, LLC
March 27, 2012 - April 20, 2012
SLOAN SECURITIES CORP.
December 2, 2011 - February 6, 2012
ALLSTATE FINANCIAL SERVICES, LLC
August 15, 2011 - November 8, 2011
SLOAN INVESTMENT ADVISORS LLC
May 18, 2011 - November 8, 2011
SLOAN SECURITIES CORP.
December 12, 2008 - December 9, 2010
INVEST FINANCIAL CORPORATION
December 12, 2008 - December 9, 2010
INVEST FINANCIAL CORPORATION
August 30, 2005 - December 10, 2008
SYNERGY INVESTMENT GROUP, LLC
August 30, 2005 - December 10, 2008
SYNERGY INVESTMENT GROUP, LLC
June 7, 2005 - September 9, 2005
UVEST FINANCIAL SERVICES GROUP, INC.
October 1, 2004 - September 9, 2005
UVEST FINANCIAL SERVICES GROUP, INC.
August 21, 2001 - September 30, 2004
EDWARD JONES
State Registrations and Notice Filings
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Exams
Current Firm
SLOAN INVESTMENT ADVISORS LLC
CRD#: 141993 / SEC#:
Contact information
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
