Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Anderson is a financial advisor who has been in the industry since 1996. Brent Anderson is currently registered with Edward Jones in Arizona, Nevada, and Texas. Brent Anderson has previously worked with Fortune Financial Services, Inc., Gradient Securities, LLC, Thrivent Investment Management Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Charles Schwab & Co., Inc. Brent Anderson holds Series 7, 9, 10, 24, 52TO, 53, 63 and 66 licenses. Brent Anderson specializes in retirement planning, education planning, college savings plans, 529 plans, asset management, and business succession planning.
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.
See schedule d - miscellaneous
1
2
NV
05/02/2023 - Present
Edward Jones (Las Vegas NV)
FL
11/11/2017 - 07/12/2019
FORTUNE FINANCIAL SERVICES, INC. (Naples FL)
SC
09/25/2015 - 12/31/2016
GRADIENT SECURITIES, LLC (Hilton Head Island SC)
IN
10/13/2010 - 06/26/2015
THRIVENT INVESTMENT MANAGEMENT INC. (INDIANAPOLIS IN)
IN
12/18/2006 - 01/16/2009
METLIFE SECURITIES INC. (INDIANAPOLIS IN)
IN
12/18/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
TX
09/14/1992 - 01/25/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 09/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/28/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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