Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent W Anderson is a financial advisor registered with Fidelity Personal And Workplace Advisors. Brent has been in the financial services industry since August 28, 2006. Brent is licensed to provide investment advice and securities trading in 26 states and is registered as an investment advisor representative in Texas and Washington. Brent also holds Series 7, Series 6, Series 9, Series 63, and Series 65 licenses. Brent's primary focus is providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
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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2
WA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (LYNNWOOD WA)
UT
08/28/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
IA
Issued 11/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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