Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent David Romenesko is a registered Investment Advisor Representative with Newedge Advisors. Brent has been in the industry since 2002. Brent is licensed to provide investment advice in Minnesota and Texas. Brent provides financial planning, pension consulting, and selection of other advisors. Brent also manages portfolios for businesses and individuals. Brent also provides insurance sales as part of client financial planning.
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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LA
06/04/2021 - Present
Newedge Advisors (NEW ORLEANS LA)
IA
Issued 08/07/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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