Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Fisk has been in the financial services industry since 2006. Brent is currently registered with LPL Financial LLC and is licensed in multiple states. Brent offers a variety of financial services, including portfolio management, financial planning, and consulting. Brent's specializations include helping individuals, families, and businesses achieve their financial goals. Brent has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
07/21/2023 - Present
LPL Financial LLC (Marlborough MA)
AZ
10/11/2022 - 07/18/2023
EDWARD JONES (TEMPE AZ)
MA
07/22/2022 - 08/15/2022
EDWARD JONES (GARDNER MA)
CA
08/27/2019 - 07/18/2022
LPL FINANCIAL LLC (VACAVILLE CA)
IA
03/29/2018 - 08/08/2019
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
12/20/2012 - 01/30/2017
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
MA
11/09/2005 - 11/02/2012
GUARDIAN INVESTOR SERVICES LLC (QUINCY MA)
MN
10/06/2004 - 10/07/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/06/2004 - 10/07/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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