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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Benjamin Smith is an investment advisor representative at Fidelity Personal And Workplace Advisors. Brent has been in the financial industry since 2005 and has held previous positions at Fidelity Investments Institutional Services Company, Inc. and Ameriprise Financial Services, Inc. Brent is registered in New Hampshire and Texas. Brent is qualified to provide a wide range of investment services including financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars. Brent's firm, Fidelity Personal And Workplace Advisors, has a total of $818,776,100,963 in assets under management and manages accounts for a variety of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GOFFSTOWN NH)
NH
02/02/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
NH
10/12/2005 - 12/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
MN
10/12/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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