Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Conway is a financial advisor at Park Avenue Securities LLC, a firm that manages over $11.88 billion in assets. Brent has been a registered representative in the financial industry since 1987. His current affiliations include Park Avenue Securities LLC in San Ramon, California. Brent's career in the financial industry spans over 36 years. His work at Park Avenue Securities is focused on providing a wide range of services, including financial planning, investment management for individuals, and selection of other advisors. Brent is also registered with the following state regulatory bodies: California, Colorado, Hawaii, Montana, Nevada, New Jersey, Oregon, Texas, and Washington.
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.
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
09/22/2020 - Present
Park Avenue Securities LLC (SAN RAMON CA)
CA
07/24/2009 - 12/17/2012
LPL FINANCIAL LLC (WALNUT CREEK CA)
CA
03/06/2006 - 06/15/2009
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MA
07/12/1999 - 03/06/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
06/27/1994 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
03/27/1992 - 06/28/1994
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
MN
03/20/1990 - 04/13/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
09/04/1990 - 06/04/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
08/09/1990 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
MN
03/20/1990 - 06/15/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
01/25/1989 - 10/03/1989
ADVENT SECURITIES, INC.
NA
04/09/1987 - 01/27/1989
HAMILTON, WILLIAMS & CO., INC.
NA
04/28/1987 - 05/19/1987
SECURITY FIRST FINANCIAL, INC.
NA
03/20/1986 - 08/01/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 10/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/12/1988
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 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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