Unclaimed
Brent Alan Barchent is an investment advisor representative at Cetera Investment Advisers LLC. Brent has been in the financial services industry since 1998. He has a Series 63, Series 65, Series 7, and SIE license. Brent currently provides financial planning and investment advisory services to individuals, corporations, and retirement plans. Previously, Brent also worked at Financial Network Investment Corporation and Fidelity Brokerage Services LLC.
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
OH
01/12/2023 - Present
Cetera Investment Advisers LLC (UPPER SANDUSKY OH)
OH
07/30/2003 - 06/13/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (UPPER SANDUSKY OH)
RI
07/02/1998 - 07/22/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 3/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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