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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandi? Claim Your ProfileBrandi Ann Wentz is a registered investment advisor representative with Global Retirement Partners LLC. Brandi Ann Wentz is registered in Utah. Brandi Ann Wentz has been in the industry since 2001. Brandi Ann Wentz has passed the Series 63, Series 7, Series 65 and SIE exams. Brandi Ann Wentz previously worked at Kestra Investment Services, LLC and Fidelity Brokerage Services LLC. Brandi Ann Wentz has a professional designation. Brandi Ann Wentz offers investment advisory services for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Brandi Ann Wentz has been involved in the financial industry since 2000.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
08/15/2022 - Present
Global Retirement Partners LLC (Sandy UT)
UT
05/24/2019 - 06/10/2022
KESTRA INVESTMENT SERVICES, LLC (LEHI UT)
UT
09/08/2000 - 10/10/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 04/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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