Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Wichlacz is a financial advisor at LPL Financial LLC. Brent has been in the industry for over 20 years. Brent has a Series 7, Series 24 and Series 66 license. Brent has experience with both insurance and investment services. Brent has also been registered with Royal Alliance Associates, Inc., and ING Financial Partners, Inc., in the past. Brent is currently registered in 21 states and is active in both broker-dealer and investment advisor roles.
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.
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2
MI
10/26/2020 - Present
LPL Financial LLC (ROCHESTER MI)
MI
08/18/2005 - 10/28/2020
ROYAL ALLIANCE ASSOCIATES, INC. (Rochester MI)
CT
06/22/1999 - 08/24/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
BOTH
Issued 04/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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