Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Kimball is a financial professional with over 37 years of experience in the financial industry. Brent currently works as a Registered Representative and Investment Advisor Representative for Gateway Wealth Partners, LLC, a firm with a diverse range of clients, including individuals, corporations, and charitable organizations. Brent’s expertise includes financial planning, pension consulting, and portfolio management. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® professional.
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.
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
NH
10/22/2023 - Present
Gateway Wealth Partners, LLC (North Hampton NH)
NH
01/10/2011 - 01/27/2022
GWN SECURITIES INC. (PEMBROKE NH)
NH
08/02/2010 - 02/04/2011
LINCOLN INVESTMENT (SUNCOOK NH)
NH
06/04/2008 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (SUNCOOK NH)
NH
06/19/2007 - 06/04/2008
EQUITY SERVICES, INC. (PEMBROKE NH)
OH
09/30/1999 - 06/13/2007
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
MA
02/12/1990 - 09/30/1999
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
MA
11/26/1985 - 02/13/1990
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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