Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Branda? Claim Your ProfileBranda Lyn Werdon is a financial advisor with Wells Fargo Clearing Services, LLC. Branda has been in the industry since December 1999 and has a wealth of experience in the financial industry. Branda is registered in 28 states and holds numerous licenses and certifications, including Series 7, 9, 10, 31, 63, and 65. In addition to working with Wells Fargo, Branda also has experience working with Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., and Salomon Smith Barney Inc. Branda is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Investment consulting services to institutional clients
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
MI
03/13/2023 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
05/03/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GRAND RAPIDS MI)
MI
04/02/2007 - 05/07/2007
MORGAN STANLEY & CO., INCORPORATED (GRAND RAPIDS MI)
MI
02/27/2001 - 04/02/2007
MORGAN STANLEY DW INC. (GRAND RAPIDS MI)
NY
03/24/2000 - 01/04/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MO
09/13/1999 - 02/25/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 03/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Branda Werdon is the right advisor for you? Invested Better is here to help.
