Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Roger Stricklett is a financial advisor with over 17 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Brent is also a Chartered Financial Analyst. Brent has a proven track record of helping clients achieve their financial goals. He provides a range of financial services, including financial planning, portfolio management, and pension consulting. He also offers educational seminars and assists clients with the selection of other advisors.
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.
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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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
04/27/2018 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
FL
02/05/2019 - 12/12/2019
LADENBURG THALMANN & CO. INC. (BOCA RATON FL)
NE
01/27/2015 - 05/11/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
02/08/2007 - 01/14/2015
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
12/16/2005 - 12/19/2006
J.P. TURNER & COMPANY, L.L.C. (OMAHA NE)
IA
Issued 01/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/13/2008
Series 4 - Registered Options Principal Examination
BC
Issued 11/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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