Unclaimed
Brent Alan Burnett is a financial advisor with Transamerica Retirement Advisors, LLC. Brent has been in the financial services industry since 2006 and has a wide range of experience in financial planning and investment management. Brent is licensed to provide investment advice in Florida. Brent's firm, Transamerica Retirement Advisors, LLC, is a registered investment advisor with the SEC. The firm specializes in providing financial planning and investment management services to individuals and retirement plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
10/21/2024 - Present
Transamerica Retirement Advisors, LLC (Jacksonville Beach FL)
FL
10/12/2017 - 01/17/2018
THRIVENT INVESTMENT MANAGEMENT INC. (JACKSONVILLE FL)
FL
11/13/2006 - 05/12/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 06/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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