Brett G Ketvertis

Current Employers

Employment History

• 11/2014 → 01/2025
  Lincoln Financial Advisors Corporation
  Westlake, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Westlake, OH

Previous Registrations

• 2014-11-14 → 2025-01-24
  Osaic Fa, Inc.
  Orange Village, OH
  Westlake, OH
• 2013-07-15 → 2014-11-21
  New England Securities
  Westlake, OH
• 2006-02-10 → 2013-07-15
  Northwestern Mutual Investment Services, Llc
  Cleveland, OH
  Cleveland, OH

Other Businesses

1. BRETT KETVERTIS 2001 CROCKER RD., STE. 400; WESTLAKE, OH 44145 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS ACCIDENT, HEALTH, DISABILITY, COMMISSION-BASED GROUP BENEFITS, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 11/14/14 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2. BOARD OF DIRECTORS FOR NAIFA CLEVELAND POSITION: Board of Directors/Secretary-Treasurer NATURE: it is a non profit industry organization that provides continuing education to financial professionals. we also advocate for the industry on a state and national level INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 601 W. Bagley Road, Berea OH 44017, United States DESCRIPTION: I report the financials to the board of directors monthly as provided by our outside book keeper. we prepare a yearly budget for the chapter. all banking and administrative duties are handled by our chapter executive.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-28
• S63 Uniform Securities Agent State Law Examination
  2002-11-08

Designations

Other Names

• Brett George Ketvertis