Brett Larocque, RICP

Financial Advisor at Johnson Brunetti Retirement & Investment Specialists
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Contact Information
us****@****om
(386) 825-5501
Location
Niantic, Connecticut, United States, US
Languages
  • English -
  • French -

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Credentials

  • S7TO - General Securities Representative
    FINRA
    Sep, 2021
    - Sep, 2024
  • Retirement Income Certified Professional®
    The American College of Financial Services
    Jan, 2023
    - Sep, 2024
  • Securities Industry Essentials (SIE) Exam
    FINRA
    Feb, 2021
    - Sep, 2024
  • Financial Planning 1
    Canadian Securities Institute
    Dec, 2018
    - Sep, 2024
  • Mutual Funds Licensing
    The Investment Funds Institute of Canada (IFIC)
    May, 2018
    - Sep, 2024

Experience

  • Johnson Brunetti Retirement & Investment Specialists
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jan 2022 - Present

    • Relationship Advisor
      • Jan 2022 - Present

  • KeyBank
    • United States
    • Banking
    • 700 & Above Employee
    • Personal Banker
      • Apr 2020 - Jan 2022
  • TD
    • Pakistan
    • Technology, Information and Media
    • 1 - 100 Employee
    • Financial Advisor
      • Oct 2018 - Oct 2019
    • FSR Intern
      • May 2018 - Aug 2018

      Provide advice surrounding loans, investing, mortgages, & account packages with TD Bank. Provide advice surrounding loans, investing, mortgages, & account packages with TD Bank.

  • RBC
    • France
    • Design Services
    • 1 - 100 Employee
    • Client Advisor
      • Apr 2017 - May 2018
  • AIL Canada - Satti Agency
    • Canada
    • Insurance
    • Life Insurance Agent Trainee
      • Feb 2017 - Apr 2017
  • Sandviken IF
    • Professional Soccer Player
      • Jun 2016 - Nov 2016

Education

  • Bryant University
    Bachelor’s Degree, Finance, General
    2012 - 2016

Community

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