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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 Roger Anderson is an Investment Advisor Representative with The Ameriflex Group. Brent has over 40 years of experience in the financial services industry. Prior to joining The Ameriflex Group, Brent was with SAGEPOINT FINANCIAL, INC., CETERA ADVISOR NETWORKS LLC and ASSOCIATED SECURITIES CORP.. Brent holds a Series 66, Series 24, Series 7TO, SIE, and Series 1 license. Brent specializes in comprehensive wealth management, financial planning and investment advisory services.
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.
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
CA
02/21/2023 - Present
THE Ameriflex Group (Santa Barbara CA)
CA
11/02/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SANTA BARBARA CA)
CA
12/17/2007 - 11/19/2018
CETERA ADVISOR NETWORKS LLC (SANTA BARBARA CA)
CA
07/26/1999 - 12/19/2007
ASSOCIATED SECURITIES CORP. (SANTA BARBARA CA)
CT
10/15/1993 - 09/27/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
TX
02/05/1997 - 01/19/1999
STREAMLINE CAPITAL CORPORATION (SOUTHLAKE TX)
MA
03/01/1994 - 12/31/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
06/11/1973 - 09/09/1988
TRANSAMERICA FINANCIAL RESOURCES, INC.
BOTH
Issued 10/27/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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