Unclaimed
Brent Allen Schirm is a financial advisor associated with Santander Securities LLC. Brent is a licensed and registered representative who has been working in the financial industry since 2005. Brent holds the Series 7, Series 6, and Series 63 licenses, as well as the Securities Industry Essentials Exam (SIE) certification. Brent is currently registered with the state of Pennsylvania.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
09/19/2012 - Present
Santander Securities LLC (Havertown PA)
PA
12/14/2004 - 08/21/2012
WELLS FARGO ADVISORS, LLC (SPRINGFIELD PA)
BC
Issued 12/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brent Schirm is the right advisor for you? Invested Better is here to help.