Unclaimed
Brent Gerard Weber is a financial advisor based in Boise, Idaho. Brent has over 8 years of experience in the financial services industry. Brent is a registered representative of U.s. Bancorp Investments, Inc. Prior to joining U.s. Bancorp Investments, Inc., Brent was employed by UNIONBANC INVESTMENT SERVICES, LLC and WELLS FARGO ADVISORS, LLC. Brent specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
ID
05/26/2023 - Present
U.s. Bancorp Investments, Inc. (Boise ID)
CA
01/29/2020 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (MANHATTAN BEACH CA)
CA
09/18/2014 - 07/31/2018
UNIONBANC INVESTMENT SERVICES, LLC (RANCHO PALOS VERDES CA)
CA
03/01/2014 - 08/12/2014
WELLS FARGO ADVISORS, LLC (ROLLING HILLS ESTATES CA)
BC
Issued 03/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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