Unclaimed
Brent Ryan Silver is a financial advisor with Avantax Advisory Services and Meaden & Moore Financial Services, Ltd. Brent has been in the financial services industry since 2000. Brent specializes in providing investment advice and recommendations to individual and institutional clients. Brent also offers financial planning services, educational seminars, and portfolio management for businesses and individuals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
OH
07/26/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Cleveland OH)
OH
05/24/2011 - 11/06/2017
PNC INVESTMENTS (CLEVELAND OH)
OH
04/17/2009 - 04/25/2011
SIGMA FINANCIAL CORPORATION (VALLEY VIEW OH)
OH
11/30/2001 - 04/03/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MI
09/05/2000 - 12/03/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 10/11/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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