Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Breana? Claim Your ProfileBreana King is a financial advisor with over 20 years of experience in the financial services industry. Breana is a Certified Financial Planner and has worked at Wells Fargo Clearing Services, LLC since 2016. Previously, Breana worked at A. G. Edwards & Sons, Inc. and H&R Block Financial Advisors, Inc. Breana specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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
CO
01/06/2011 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
CO
06/10/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DENVER CO)
MI
08/29/1996 - 07/23/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1996
Series 52 - Municipal 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
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