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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Aaron Wilhelm is a financial advisor with Benjamin F. Edwards & Company, Inc.. Brent has been in the financial services industry since 1999. Brent is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Brent holds Series 3, 7, 9, 10, 63, and 66 licenses. Brent has worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. in the past. Brent has a total of 17 registered states for broker-dealer and 2 registered states for investment advisor. Brent's office is located in St. Louis, Missouri.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MO
06/01/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
01/01/2008 - 01/13/2012
WELLS FARGO ADVISORS, LLC (WATERLOO IL)
IL
01/08/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WATERLOO IL)
BOTH
Issued 11/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2006
Series 3 - National Commodity Futures Examination
BC
Issued 01/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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