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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 Christopher Mcdonald is a financial advisor at Cetera Investment Advisers LLC. Brent has been working in the financial services industry since 2004 and has a broad range of experience, offering financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Brent is registered with Cetera Investment Advisers LLC and is also registered in Alabama, Alaska, Florida, Montana, North Carolina, Ohio, South Carolina, Tennessee and Virginia. Brent has a strong commitment to providing clients with personalized financial advice and guidance.
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.
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
NC
09/05/2023 - Present
Cetera Investment Advisers LLC (Hickory NC)
NC
07/17/2020 - 09/07/2023
SECURITIES AMERICA, INC. (Hickory NC)
NC
12/15/2017 - 07/17/2020
INVESTACORP, INC. (Hickory NC)
NC
06/25/2010 - 12/19/2017
WOODBURY FINANCIAL SERVICES, INC. (HICKORY NC)
NC
06/07/2006 - 06/09/2010
INVESTACORP, INC. (HICKORY NC)
NC
09/17/2004 - 05/26/2006
THE O.N. EQUITY SALES COMPANY (HICKORY NC)
BOTH
Issued 11/3/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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