Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brentt? Claim Your ProfileBrentt Shropshire is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Brentt is registered in 11 states. Brentt has been in the financial services industry since 2005 and has experience at NYLife Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brentt holds the Series 6, 7, 63, 65, and 66 securities licenses. Brentt is also a board member of the Southern Gateway Deck Park and the Grand Prairie Chamber of Commerce. Brentt is an owner of Shire Wealth Strategies LLC and has been involved with the company since 2023.
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.
Solicitation fees from 3rd party money managers
1
2
TX
02/21/2023 - Present
Cambridge Investment Research Advisors, Inc. (Addison TX)
TX
07/01/2019 - 01/04/2023
NYLIFE SECURITIES LLC (DALLAS TX)
TX
12/09/2005 - 04/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
IA
Issued 02/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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