Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenton? Claim Your ProfileBrenton Smith is a financial advisor with Private Advisor Group, LLC. Brenton is registered with the state of New York as an Investment Advisor Representative (IAR). Brenton has been working as a financial advisor since 2012. Brenton has experience with a variety of financial services, including financial planning, portfolio management, and retirement planning. Brenton is also a Certified Financial Planner. Brenton is committed to providing clients with personalized financial advice and guidance. In addition to working with Private Advisor Group, Brenton also provides insurance services as an independent insurance agent.
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.
Solicitation/referral
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.
Solicitor/referral fees
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2
NY
05/01/2024 - Present
Private Advisor Group, LLC (Oswego NY)
NY
02/01/2019 - 11/14/2019
VOYA FINANCIAL ADVISORS, INC. (ALBANY NY)
NY
07/02/2015 - 01/11/2019
LPL FINANCIAL LLC (SLINGERLANDS NY)
NY
01/24/2014 - 06/26/2015
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NY
03/28/2013 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (ALBANY NY)
NY
06/04/2012 - 03/22/2013
AXA ADVISORS, LLC (CLIFTON PARK NY)
BC
Issued 06/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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