Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Eastwood is a financial advisor with Fidelity Personal and Workplace Advisors. Brent has been in the financial services industry since 2008. Brent is registered with FINRA and holds Series 6, 7, 9, 10, 63 and 66 licenses. Brent is also a Certified Financial Planner. Brent is located in Salt Lake City, UT and has over 10 years of experience in the industry. Brent is committed to helping individuals and families reach their financial goals. Brent is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
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
UT
11/16/2020 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
08/31/2011 - 11/03/2020
CHARLES SCHWAB & CO., INC. (Salt Lake City UT)
NV
05/02/2009 - 07/27/2011
CHASE INVESTMENT SERVICES CORP. (LAS VEGAS NV)
NV
05/19/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (LAS VEGAS NV)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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