Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Lee Emerick is a financial advisor with over 30 years of experience in the financial services industry. Brent has a strong track record of success in providing financial planning and investment management services to individuals, families, and businesses. Brent holds the Series 6, 7, 22, 24, and 63 securities licenses and is a Certified Financial Planner. Brent is currently registered with Harvest Investment Services, 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.
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.
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2
IN
06/30/2023 - Present
Harvest Investment Services, LLC (Westfield IN)
NJ
01/05/2006 - 04/29/2010
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
IN
01/01/2004 - 12/31/2005
MULTI-FINANCIAL SECURITIES CORPORATION (ZIONSVILLE IN)
GA
01/01/1996 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
02/04/1994 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
NY
12/03/1987 - 02/08/1994
KHAN, EDWARDS & COMPANY (NEW YORK NY)
NA
01/23/1985 - 12/08/1987
MORRIS GROUP, INC.
NA
01/05/1982 - 11/27/1984
PEBSCO SECURITIES CORP.
BC
Issued 04/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1987
Series 24 - General Securities Principal Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/15/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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