Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Robert Sheets is a registered representative with Citigroup Global Markets Inc. located in Glen Ellyn, Illinois. Brent has been in the industry for over 30 years and has been with Citigroup Global Markets Inc. since May 2007. Brent holds the Series 7, Series 63, and Series 65 licenses. Brent specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals. Brent's experience and expertise make him a valuable resource for individuals and businesses looking for investment advice.
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.
Asset allocation advice
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
IL
05/29/2007 - Present
Citigroup Global Markets Inc. (Glen Ellyn IL)
IL
06/24/1991 - 05/29/2007
CITICORP INVESTMENT SERVICES (GLEN ELLYN IL)
NA
01/29/1988 - 06/21/1991
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
SC
10/22/1985 - 02/04/1988
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED (FORT MILL SC)
IA
Issued 07/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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