Unclaimed
Brent Chadwick is a financial professional with experience in the industry. Brent has held previous roles at Morgan Stanley and E*TRADE Securities LLC. Brent holds the Series 7TO, Series 63, and SIE licenses. Brent is currently registered with Fidelity Brokerage Services LLC.
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.
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.
1
2
RI
07/11/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
GA
09/05/2023 - 03/12/2024
MORGAN STANLEY (Alpharetta GA)
GA
06/02/2023 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 08/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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