Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Charles Kugler is a financial advisor at Fidelity Personal And Workplace Advisors. Brent has been in the financial services industry since 1998 and is registered to provide investment advice in 52 states. Brent has worked for several financial institutions throughout his career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Princor Financial Services Corporation. Brent holds the Series 6, 7 and 65 licenses.
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.
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2
FL
08/13/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
05/13/2013 - 07/17/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
11/08/2012 - 01/16/2013
PRINCOR FINANCIAL SERVICES CORPORATION (JACKSONVILLE FL)
FL
10/21/2011 - 02/09/2012
ALLSTATE FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
VT
11/08/2005 - 01/26/2011
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
CA
05/22/2004 - 12/02/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
05/04/1998 - 01/27/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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