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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenton? Claim Your ProfileBrenton John Robertson is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Columbia, South Carolina. Brenton has been in the financial services industry since May 2002. Brenton has a wide range of experience and qualifications, including the Series 7, 50, 52TO, 53, 54, 63, and 30 examinations. Brenton's specializations include investments in fixed income, equities, mutual funds, variable annuities, and options. Brenton is registered to offer investment advice in Alabama, California, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Virginia.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/02/2015 - Present
Stifel, Nicolaus & Company, Inc. (COLUMBIA SC)
GA
05/15/2002 - 01/02/2015
MERCHANT CAPITAL, L.L.C. (ATLANTA GA)
BC
Issued 01/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 10/20/2017
Series 30 - NFA Branch Manager Examination
BC
Issued 05/26/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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