Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Daugherty is a financial advisor at Fidelity Personal And Workplace Advisors. Brent has been in the industry since 1999. Brent has experience in helping a wide variety of clients, including individuals, families, trusts, estates, charitable organizations, and businesses. Brent offers a variety of financial planning services, including retirement planning, college savings, and investment management. Brent is also a registered representative with FINRA and is licensed to sell securities in multiple 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.
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.
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.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
NY
09/17/2010 - 03/28/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
UT
01/28/1999 - 08/23/2010
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 08/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Brent Daugherty is the right advisor for you? Invested Better is here to help.
