Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Gargano is a financial advisor registered with National Wealth Management Group, LLC in Cincinnati, Ohio. Brent has been in the industry since 2014, previously working with UBS Financial Services Inc. and Fidelity Brokerage Services LLC. Brent has a Series 63, 66, 7 and SIE license. Brent has extensive experience in financial planning, portfolio management, and pension consulting. He also provides educational seminars and works with a wide range of clients including individuals, businesses, 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.
Hourly consulting
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
OH
08/05/2022 - Present
National Wealth Management Group, LLC (Cincinatti OH)
OH
03/06/2020 - 08/26/2022
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
KY
04/23/2014 - 01/21/2020
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 10/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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