Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Colby Davidoff is an investment advisor representative who has been in the industry since 2010. Brent is registered with Fidelity Personal and Workplace Advisors. Brent has a Series 6, Series 7, Series 63, and Series 66. Brent is a Registered Representative in Arizona and Texas. Brent is also a Registered Investment Advisor in Arizona and Texas. Brent's previous employers include Fidelity Investments Institutional Services Company, Inc. and HRC Fund Associates, LLC. Brent has experience in financial planning, portfolio management for individuals and businesses, and educational seminars. Brent also provides selection of other advisors services to their clients.
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
AZ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PHOENIX AZ)
TX
06/24/2014 - 07/07/2016
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
NY
07/31/2013 - 06/03/2014
HRC FUND ASSOCIATES, LLC (NEW YORK NY)
NY
09/02/2011 - 07/25/2012
CHASE INVESTMENT SERVICES CORP. (FLUSHING NY)
NY
08/03/2009 - 07/11/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREAT NECK NY)
BOTH
Issued 08/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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