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Brent Eugene Katzberg

Fidelity Brokerage Services LLC

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About Brent Eugene Katzberg

Brent Eugene Katzberg is a financial advisor who is registered with Fidelity Brokerage Services LLC and is based in Smithfield, Rhode Island. Brent has been in the financial services industry since 2003 and has experience with a variety of firms, including MML Investors Services, LLC, Cambridge Investment Research, Inc. and Waddell & Reed, Inc. Brent holds a number of licenses and registrations including Series 6, 7, 24, and 63.

Firm Information

Brent Katzberg is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brent Katzberg’s Registration & Firm History

RI

01/25/2022 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

KS

04/22/2021 - 12/31/2021

MML INVESTORS SERVICES, LLC (OVERLAND PARK KS)

MO

05/16/2011 - 01/14/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (Lees Summit MO)

MO

01/04/2010 - 05/16/2011

SECURITIES AMERICA, INC. (LEES SUMMIT MO)

KS

12/03/2008 - 11/20/2009

NATIONAL PLANNING CORPORATION (LENEXA KS)

KS

11/27/2007 - 11/17/2008

WADDELL & REED, INC. (OVERLAND PARK KS)

KS

08/25/2006 - 08/24/2007

METLIFE SECURITIES INC. (OVERLAND PARK KS)

KS

08/25/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (OVERLAND PARK KS)

KS

03/14/2002 - 08/28/2006

PRINCOR FINANCIAL SERVICES CORPORATION (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 10/12/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2008

Series 7 - General Securities Representative Examination

BC

Issued 03/13/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Brent Eugene Katzberg.
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