Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenton? Claim Your ProfileBrenton Stransky is a financial advisor with over 18 years of experience in the industry. Brenton is a CERTIFIED FINANCIAL PLANNER™ professional, and holds Series 7 and 66 licenses. Brenton is registered with the state of California and is currently affiliated with Independence Square Holdings, LLC. Brenton has provided investment advisory services through Independence Square Holdings, LLC, an independent investment advisor firm, since 2019. The firm is separate from and independent of LPL Financial. Brenton has prior experience with Cetera Investment Services LLC, PNC Investments, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
CA
01/13/2020 - Present
Independence Square Holdings, LLC (Carlsbad CA)
PA
08/23/2006 - 12/13/2013
CETERA INVESTMENT SERVICES LLC (BERWYN PA)
PA
05/03/2006 - 08/11/2006
PNC INVESTMENTS (MEDIA PA)
PA
01/25/2005 - 05/02/2006
AMERIPRISE FINANCIAL SERVICES, INC. (WEST CHESTER PA)
MN
01/25/2005 - 05/02/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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