Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Emch is a financial advisor with Heritage Family Offices, LLP in Scottsdale, Arizona. Brent has been in the industry for over 10 years and holds Series 6, 7, 63, and 66 licenses. Brent provides a range of financial services, including financial planning, portfolio management, and selection of other advisors. Brent has a strong commitment to helping clients achieve 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
06/12/2024 - Present
Heritage Family Offices, LLP (SCOTTSDALE AZ)
AZ
01/29/2016 - 03/08/2017
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
10/22/2013 - 01/29/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
BOTH
Issued 04/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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