Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Novoselsky is a financial professional with over 28 years of experience in the financial services industry. Brent is currently an Investment Advisor Representative with Alera Investment Advisors, LLC and a Registered Representative with Triad Advisors, Inc.. Brent works with clients to provide investment management, financial planning, and retirement planning services. Brent is committed to providing clients with personalized service and helping them reach their financial goals.
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.
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.
1
2
IL
04/19/2018 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
11/02/2017 - 08/23/2024
TRIAD ADVISORS LLC (Deerfield IL)
IL
06/27/1995 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)
NY
04/28/1994 - 07/06/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/12/1993 - 04/15/1993
MESIROW INVESTMENT SERVICES, INC.
IA
Issued 12/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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