Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Alvin Brehm is a Registered Representative and Investment Advisor Representative with over 25 years of experience in the financial services industry. Gene has a strong background in investment management, financial planning, and business consulting. Gene is currently registered with Saxony Capital Management, LLC, and has previously worked with 1ST GLOBAL CAPITAL CORP., H.D. VEST INVESTMENT SERVICES, and THE CHAMPION GROUP, INC. Gene has a strong track record of success in helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Consulting fees to ria's, finders fees, fees third party manager
1
2
TX
01/02/2025 - Present
Saxony Capital Management, LLC (San Antonio TX)
TX
08/16/2011 - 02/05/2018
1ST GLOBAL CAPITAL CORP. (SAN ANTONIO TX)
TX
08/28/2000 - 08/24/2011
H.D. VEST INVESTMENT SERVICES (SAN ANTONIO TX)
TX
12/17/1996 - 09/06/2000
THE CHAMPION GROUP, INC. (SHAVANO PARK TX)
NJ
11/21/1996 - 01/09/1997
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 11/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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