Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Thurber is a financial advisor with Fidelity Personal And Workplace Advisors. Brent is based in Peoria, Arizona. Brent has been a registered investment advisor since 1999. Brent also has experience with USAA Investment Services Company, USAA Financial Advisors, Inc., and Charles Schwab & Co., Inc. Brent provides financial planning, portfolio management, and educational seminars.
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.
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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2
AZ
07/26/2022 - Present
Fidelity Personal AND Workplace Advisors (PEORIA AZ)
AZ
06/08/2020 - 04/01/2022
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
05/09/2014 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
07/28/1999 - 04/30/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 08/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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