Unclaimed
Brent Forck is a financial advisor with Edward Jones. Brent has been in the industry since June 2017. Brent is registered in 15 states and holds the Series 7 and Series 66 licenses and the SIE exam. Brent also holds the Certified Financial Planner designation. Brent's specializations include retirement planning, college savings, estate planning, insurance, and investment planning. Brent also has experience with business development and medical equipment manufacturing.
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.
See schedule d - miscellaneous
1
2
KS
08/30/2017 - Present
Edward Jones (Olathe KS)
BOTH
Issued 07/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brent Forck is the right advisor for you? Invested Better is here to help.