Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chance? Claim Your ProfileChance Brendon Winberry is a registered investment advisor representative with Fisher Investments. Chance has been in the financial services industry since 2014. Chance has Series 66 and Series 7 licenses. Chance previously worked at Scottrade, Inc. and MSI Financial Services, Inc. in Austin, Texas. Chance is currently registered to provide investment advice in Texas. Chance is also a registered representative in Texas, although this registration is inactive. Chance is an active Investment Advisor Representative. Chance specializes in providing portfolio management services to individuals, businesses, and investment companies, including pension and profit sharing plans. Chance also provides financial planning services and portfolio assessment services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/20/2017 - Present
Fisher Investments (PLANO TX)
TX
01/06/2017 - 07/05/2017
SCOTTRADE, INC. (ROUND ROCK TX)
TX
05/03/2014 - 12/31/2016
MSI FINANCIAL SERVICES, INC. (AUSTIN TX)
BOTH
Issued 07/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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