Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Firestone is a financial advisor with over 25 years of experience in the financial services industry. Brent has held licenses with several firms over the years including Royal Alliance Associates, Inc., National Planning Corporation, Walnut Street Securities, Inc., and 1717 Capital Management Company. Brent currently works with Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Brent specializes in financial planning and portfolio management for individuals, businesses, and retirement plans. Brent is also registered to provide investment advisory services in Pennsylvania and several other states.
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.
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.
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2
PA
01/23/2018 - Present
Kestra Advisory Services, LLC (Camp Hill PA)
PA
11/16/2012 - 01/25/2018
ROYAL ALLIANCE ASSOCIATES, INC. (CAMP HILL PA)
PA
11/01/2005 - 11/28/2012
NATIONAL PLANNING CORPORATION (HARRISBURG PA)
CA
09/18/2001 - 11/09/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
DE
12/05/1996 - 09/17/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
02/21/1995 - 12/14/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 05/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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