Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Alan McCormick is a financial professional with over 30 years of experience in the industry. Brent is currently registered with SPC. Brent has also been registered with various other firms, including Comerica Securities, Standard Brokerage Services, Inc., MML Investors Services, Inc., and John Hancock Distributors, Inc. Brent holds several licenses and designations, including Series 7, 6, 63, 65, 24, and 99TO. Brent also holds the Chartered Financial Consultant designation. Brent specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/22/2010 - Present
SPC (ANN ARBOR MI)
MI
01/06/1998 - 01/13/1999
COMERICA SECURITIES (DETROIT MI)
NA
01/17/1997 - 01/14/1998
STANDARD BROKERAGE SERVICES, INC.
MA
05/19/1995 - 01/30/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
03/18/1993 - 05/09/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/18/1993 - 05/09/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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