Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Joel Hartman is an investment advisor representative for Captrust. Brent has been working in the financial services industry since 2003. Brent holds a Series 63 and Series 65 license, and has passed the Series 7 and SIE exams. Previously, Brent worked at Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., GWFS Equities, Inc., and Newport Group Securities, Inc.. Brent specializes in working with high-net-worth individuals, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and state or municipal government entities.
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.
1
2
UT
05/12/2021 - Present
Captrust (Salt Lake City UT)
FL
06/27/2012 - 12/07/2012
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
TN
01/07/2011 - 05/16/2011
GWFS EQUITIES, INC. (NASHVILLE TN)
MA
01/01/2008 - 02/13/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
03/14/2003 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
IA
Issued 08/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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