Sourcing
Firms
People
Sources
Bree Clements COTA
C
19
IAR CRD 4613248
·
Industry start 2004-02-17
Identity
Legal name
Bree Clements COTA
brokercheck
CRD
4613248
NPN
—
Career
Previous employments
LPL FINANCIAL LLC
2006-12-04
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
2003-03-06
▸ Show all (+2)
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Current branches
MISSIONSQUARE WEALTH MANAGEMENT
MISSIONSQUARE RETIREMENT
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Designations
—
Education
—
BrokerCheck signals
Industry start
2004-02-17
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Est. age
44
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Age confidence
—
Est. birth year
1982
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BC active
Yes
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IA active
Yes
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Disclosures
No
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Private residence
Yes
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Firm affiliations
2
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION
IAR
CRD 108783
ICMA-RC SERVICES, LLC
IAR
CRD 23189