Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Gerhardt is a financial advisor with over 12 years of experience in the financial services industry. Brent is currently registered with LPL Financial LLC in Port Orange, FL. Prior to joining LPL Financial LLC, Brent worked for J.P. Morgan Securities LLC, WELLS FARGO CLEARING SERVICES, LLC, and EDWARD JONES. Brent holds the Series 7 and Series 66 securities licenses and the SIE. Brent has a broad range of experience in providing financial advice to individuals, families, and businesses. Brent specializes in retirement planning, investment management, and insurance 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/15/2022 - Present
LPL Financial LLC (PORT ORANGE FL)
FL
10/17/2017 - 03/21/2022
WELLS FARGO CLEARING SERVICES, LLC (DAYTONA BEACH FL)
FL
10/01/2012 - 10/25/2017
J.P. MORGAN SECURITIES LLC (PORT ORANGE FL)
FL
11/22/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SANFORD FL)
FL
04/14/2009 - 01/28/2011
EDWARD JONES (DAYTONA BEACH FL)
BOTH
Issued 04/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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