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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent McTaggart is an Investment Advisor Representative at Wells Fargo Advisors Financial Network, LLC with over 27 years of experience in the financial services industry. Brent is registered with the Securities and Exchange Commission and has a Series 7, Series 55, Series 57TO and SIE licenses. Brent specializes in helping individuals and corporations develop and implement financial plans and manage their investments. Brent's experience spans a number of firms including Quick & Reilly, Inc., M.H. Meyerson & Co., Inc. and Patterson Travis, Inc.
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.
Investment consulting services to institutional clients
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.
1
2
MD
05/10/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
NJ
06/20/2005 - 05/10/2024
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
MA
10/20/2004 - 06/17/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/25/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
10/26/1998 - 03/25/2002
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
CO
06/07/1996 - 11/02/1998
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
IA
Issued 07/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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