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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 Curlow is a financial advisor registered with Morgan Stanley, working in Honolulu, HI. He is licensed to provide investment advice in both California and Hawaii. Brent has been active in the financial services industry since 2006. Before joining Morgan Stanley, he held positions at Raymond James Financial Services, Inc. and BancWest Investment Services, Inc. He has a wide range of experience and holds various certifications, including Series 7, Series 24, Series 27, and SIE exams. In addition to his work at Morgan Stanley, Brent also actively contributes to the community through his involvement with the Financial Planning Association Hawaii and the Chartered Financial Analyst Society of Hawaii.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
HI
11/24/2022 - Present
Morgan Stanley (Honolulu HI)
HI
12/04/2018 - 11/14/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
06/14/2004 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
BOTH
Issued 11/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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