Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Glading is a financial advisor with Wealthpenn.comllc. Brent has over 20 years of experience in the financial services industry. Brent has held various roles at several firms, including Merrill Lynch, MML Investors Services, Inc., Coburn & Meredith, Inc., First American Capital and Trading Corporation, M Holdings Securities, Inc. and now at Wealthpenn.comllc. Brent specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Brent is licensed to provide investment advice in 35 states and has extensive knowledge of the financial markets.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
12/07/2017 - Present
Wealthpenn.comllc (Morristown NJ)
PA
06/19/2008 - 11/20/2009
M HOLDINGS SECURITIES, INC. (BETHLEHAM PA)
FL
09/27/2005 - 06/22/2006
FIRST AMERICAN CAPITAL AND TRADING CORPORATION (BOCA RATON FL)
CT
08/04/2004 - 08/17/2005
COBURN & MEREDITH, INC. (SIMSBURY CT)
MA
02/21/2002 - 08/06/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
09/22/2000 - 08/14/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/15/1991 - 04/15/1994
THE DREYFUS SERVICE CORPORATION
NA
06/23/1988 - 02/24/1989
SANFORD C. BERNSTEIN & CO., INC.
NA
11/10/1987 - 04/27/1988
E. F. HUTTON & COMPANY INC
NA
05/01/1987 - 10/21/1987
BT SECURITIES CORPORATION
BC
Issued 11/8/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 8/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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