Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Belfield is a financial advisor with over 13 years of experience in the financial services industry. He is currently registered with Alps Distributors, Inc. and Alps Portfolio Solutions Distributor, Inc. Brent holds Series 7, Series 63 and Series 99TO licenses and has passed the Securities Industry Essentials Examination (SIE). His registration dates back to 2008 and he has been active in the industry since 2009. Brent is licensed in California and Colorado. He previously worked at Charles Schwab & Co., Inc. in Lone Tree, Colorado.
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.
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.
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2
CO
08/12/2021 - Present
Alps Distributors, Inc. (DENVER CO)
CO
12/04/2008 - 04/23/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 02/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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