Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Christian Stein is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Beaver, PA. Brent has been in the financial industry since March 2004 and has experience in working with high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, charitable organizations, individuals other than high-net-worth, insurance companies, banking or thrift institutions and state or municipal government entities. Brent has also previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MBSC, LLC. Brent offers financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
07/24/2015 - Present
Raymond James Financial Services Advisors, Inc. (BEAVER PA)
PA
02/03/2007 - 07/27/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRANBERRY TOWNSHIP PA)
PA
02/05/2004 - 12/18/2006
MBSC, LLC (SEWICKLEY PA)
BOTH
Issued 06/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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