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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 Allan Thomas is a financial advisor with Westwood Wealth Management. Brent has been in the industry since 2015, and has a strong background in providing investment advice to both individuals and institutions. Brent holds a Series 7, 6, 63 and 65 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Prior to joining Westwood Wealth Management, Brent held positions with PNC Capital Markets, BBVA Securities, and Nationwide Investment Services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Robo advisory platform
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.
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TX
09/04/2024 - Present
Westwood Wealth Management (Houston TX)
AL
08/23/2022 - 08/31/2023
PNC CAPITAL MARKETS LLC (Birmingham AL)
AL
12/06/2019 - 06/02/2021
BBVA SECURITIES INC. (BIRMINGHAM AL)
OH
10/28/2015 - 01/03/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IL
06/11/1999 - 01/06/2000
MARKET WISE TRADING, INC. (CHICAGO IL)
IA
Issued 07/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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