Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan Sarver is a registered representative with Charles Schwab & Co., Inc. Brennan is licensed to offer investment advice and securities products to individuals and families in the state of Arizona. Brennan has been in the industry since November 2022, and holds the Series 7TO, Series 9, and Series 63 securities licenses. Brennan is currently located at the Charles Schwab branch office in Phoenix, Arizona.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
11/10/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 05/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Brennan Sarver is the right advisor for you? Invested Better is here to help.
