Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent J. Kvech is a financial advisor with over 20 years of experience in the industry. Brent is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Brent's previous experience includes positions with OSAIC FA, INC. and The Lincoln National Life Insurance Company. Brent is licensed to provide investment advice in 33 states and the District of Columbia. Brent holds the Series 6, Series 7, and Series 66 securities licenses, as well as the SIE. Brent offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services.
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
MD
08/14/2024 - Present
LPL Financial LLC (LUTHERVILLE MD)
MD
04/26/2002 - 08/19/2024
OSAIC FA, INC. (Lutherville MD)
IN
04/26/2002 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 07/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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