Unclaimed
Brent Markley is an investment advisor representative and has been in the industry since August 20, 1985. Brent is currently registered with Janney Montgomery Scott LLC and has been with the firm since October 2024. Brent previously worked at LPL Financial LLC and Stratos Wealth Partners, LTD. Brent has been a registered representative with various firms including Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc. and Edward D. Jones & Co., L.P.. Brent is licensed to sell securities in the following states: Alaska, Arkansas, California, Colorado, Florida, Georgia, Kentucky, Louisiana, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Brent also holds the Series 3, 7, 9, 10, 63, and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
10/31/2024 - Present
Janney Montgomery Scott LLC (Cambridge OH)
OH
01/01/2008 - 05/31/2011
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
OH
08/19/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLUMBUS OH)
MO
08/21/1985 - 09/05/1991
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 10/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1995
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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