Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Christensen is a financial advisor currently registered with Portside Wealth Group, LLC in Orem, UT. Brent is licensed in Utah to provide investment advice. Brent has a strong background in financial services, having worked with Fidelity Brokerage Services LLC in American Fork, UT from 2013-2019. Brent specializes in providing financial planning services, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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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UT
04/24/2023 - Present
Portside Wealth Group, LLC (OREM UT)
UT
03/05/2013 - 03/18/2019
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
IA
Issued 03/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/20/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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