Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Larkin Shakespeare is a financial advisor with over 20 years of experience in the industry. Brent is registered with Raymond James Financial Services Advisors, Inc. and is licensed to offer investment advice in multiple states, including Texas and Utah. Brent holds a variety of industry certifications including the Series 66, Series 63, Series 10 and Series 9. He is also a registered representative with Raymond James Financial Services, Inc. and has worked with both individuals and businesses in the past. Brent has also held previous roles at Edward Jones and Utah Affiliated Financial Group, LLC. Brent is committed to providing personalized financial advice and 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
UT
09/22/2010 - Present
Raymond James Financial Services Advisors, Inc. (ST. GEORGE UT)
UT
09/24/2002 - 09/09/2010
EDWARD JONES (ST GEORGE UT)
BOTH
Issued 01/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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