Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Holtz is a financial advisor who is registered with State Farm Investment Management Corp. Brent has been working in the financial services industry for over 9 years. He is also a licensed insurance agent with Brent Holtz's Insurance Agency. Brent has a passion for helping individuals and families achieve their financial goals. He offers a variety of services, including investment management and financial planning. Brent is committed to providing his clients with personalized advice and strategies that are tailored to their specific needs.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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TX
09/27/2021 - Present
State Farm Investment Management Corp. (The Colony TX)
BC
Issued 07/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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