Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Donovan is an investment advisor representative who has been working in the industry since 2002. Brent currently works at Grant Tani Barash & Altman, LLC in Beverly Hills, CA. Brent has also worked for several other firms, including Geneos Wealth Management, Inc., Stifel, Nicolaus & Company, Incorporated, Morgan Stanley DW Inc., Deutsche Bank Securities Inc. and DB Alex. Brown LLC. Brent is registered with the state of California. Brent has passed the SIE, Series 7, Series 9, Series 10, Series 24, Series 63, and Series 66 exams. Brent is also a principal at Grant Tani Barash & Altman, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Bundled fees for all business management services
1
2
CA
10/25/2023 - Present
Grant Tani Barash & Altman, LLC (BEVERLY HILLS CA)
CA
01/16/2013 - 10/19/2023
GENEOS WEALTH MANAGEMENT, INC. (LA CANADA FLINTRIDGE CA)
CO
02/05/2007 - 04/18/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GLENWOOD SPRINGS CO)
MD
08/11/2005 - 10/02/2006
MORGAN STANLEY DW INC. (LUTHERVILLE MD)
NY
01/13/2001 - 08/09/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
12/13/1999 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
BOTH
Issued 07/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brent Donovan is the right advisor for you? Invested Better is here to help.
