Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Keilman is a financial advisor at Wells Fargo Clearing Services, LLC. Brent has been in the industry since 2002, and has a wide range of experience in the financial services industry. Brent holds the Series 7, 9, 10, and 63 securities licenses and has a track record of providing comprehensive financial planning and investment management services to individual and institutional clients.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
09/21/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/07/2005 - 06/26/2017
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NJ
01/03/2003 - 10/25/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NE
12/09/1999 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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