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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 Coleman Elliott is a financial advisor based in Atlanta, Georgia. Brent has been in the financial services industry since 1992 and holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Brent is a Managing Partner at Osaic Advisory Services, LLC, a firm specializing in financial planning, portfolio management, and pension consulting. Brent's prior experience includes working with Kestra Investment Services, LLC, New England Securities, and Pruco Securities Corporation. Brent is a Registered Representative of Osaic Advisory Services, LLC, member FINRA/SIPC. Brent is also registered with the Securities Commissions in 22 states as an investment advisor.
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
GA
10/31/2019 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NC
10/01/2019 - 08/23/2024
TRIAD ADVISORS LLC (Greensboro NC)
NC
08/21/2006 - 09/30/2019
KESTRA INVESTMENT SERVICES, LLC (GREENSBORO NC)
NC
05/10/2001 - 08/24/2006
NEW ENGLAND SECURITIES (GREENSBORO NC)
NJ
11/11/1992 - 05/11/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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