Unclaimed
Brent Allen Teague is a financial advisor who has been in the industry since August 2005. Brent is registered with both LPL Financial LLC and Stratos Wealth Partners, Ltd. Brent is licensed to sell securities in Ohio and Texas and provides financial planning, consulting and other non-discretionary advisory 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/27/2012 - Present
LPL Financial LLC (STRONGSVILLE OH)
OH
03/17/2010 - 10/13/2010
WALNUT STREET SECURITIES, INC. (VALLEY VIEW OH)
OH
08/07/2006 - 03/18/2010
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (AKRON OH)
OH
08/07/2006 - 03/18/2010
MUTUAL OF AMERICA SECURITIES CORPORATION (AKRON OH)
OH
08/10/2005 - 08/03/2006
PARK AVENUE SECURITIES LLC (CLEVELAND OH)
IA
Issued 03/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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