Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Kinetz is a financial professional with over 25 years of experience in the industry. Brent is currently registered with M Holdings Securities, Inc. and has been with the firm since 2001. Prior to joining M Holdings Securities, Inc., Brent was registered with Winged Keel Securities, LLC and Mutual Service Corporation. Brent is a Series 7, 24, 63, and 6 licensed professional. Brent specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and other businesses.
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
NY
03/30/2001 - Present
M Holdings Securities, Inc. (NEW YORK NY)
NY
11/18/2004 - 12/06/2006
WINGED KEEL SECURITIES, LLC (NEW YORK NY)
MA
01/04/1999 - 04/04/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
02/13/1996 - 12/31/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
WI
02/13/1990 - 05/08/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 02/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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