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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent William Burgesser is an investment advisor representative with Brookwood Investment Group. Brent William Burgesser has been in the financial services industry for over 20 years. Brent William Burgesser provides financial planning, portfolio management and educational seminars to clients. Brent William Burgesser was previously registered with International Assets Advisory, LLC, LPL Financial LLC, Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc. and Paine Webber Incorporated. Brent William Burgesser has passed the Series 7, Series 31, Series 66 and SIE exams.
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.
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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AZ
08/28/2023 - Present
Brookwood Investment Group (PHOENIX AZ)
AZ
11/13/2015 - 06/21/2021
INTERNATIONAL ASSETS ADVISORY, LLC (SUN LAKES AZ)
AZ
07/17/2012 - 12/09/2015
LPL FINANCIAL LLC (CHANDLER AZ)
TX
10/31/2008 - 07/10/2012
WELLS FARGO ADVISORS, LLC (PLANO TX)
TX
11/18/2005 - 11/05/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
NY
06/26/2003 - 11/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/15/2000 - 04/24/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
05/11/2000 - 01/29/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 12/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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