Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Voeller is a financial advisor with Edward Jones. Brent has been in the financial services industry since 1996. He has a wide range of experience in the industry and is committed to providing his clients with personalized financial advice. Brent is a Certified Financial Planner and holds Series 7, 63, 65 and 66 licenses. Brent is registered with the state of Minnesota, and many other states.
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.
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.
See schedule d - miscellaneous
1
2
MN
03/04/2021 - Present
Edward Jones (Plymouth MN)
MN
05/26/2014 - 11/30/2015
INVESTMENT CENTERS OF AMERICA, INC. (FOREST LAKE MN)
IL
08/05/2002 - 09/19/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
SC
09/23/1998 - 07/11/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
06/26/1998 - 09/24/1998
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
WI
04/16/1996 - 07/01/1998
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
BOTH
Issued 03/01/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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