Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan Schofield is a registered representative with Money Concepts Capital Corp. Brennan Schofield has been in the financial services industry since 2022. Brennan Schofield holds a Series 7, Series 63, Series 65 and SIE license. Brennan Schofield is registered in Alabama, Florida, Indiana, Missouri and Texas. Brennan Schofield specializes in financial planning, portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
06/27/2023 - Present
Money Concepts Capital Corp. (Bradenton FL)
BC
Issued 07/18/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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