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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Jameson Petty is a financial advisor with Northwest Capital Management Inc. and CWM, LLC, with over 20 years of experience in the industry. Brent has a strong track record of providing personalized financial advice to individuals, families, and businesses. Brent is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. Brent is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
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OR
06/16/2005 - Present
Northwest Capital Management Inc. (LAKE OSWEGO OR)
OR
09/17/2003 - 01/21/2005
AM&A SECURITIES, INC. (PORTLAND OR)
DC
07/11/2000 - 09/09/2003
ICMA-RC SERVICES, LLC (WASHINGTON DC)
CT
11/01/1999 - 07/10/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 05/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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