Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Aldridge Schaefer is a financial advisor with over 20 years of experience in the industry. Brenda currently works with LPL Financial LLC and is registered in 16 states. Brenda has held positions with Fifth Third Securities, Edward Jones, CETERA Investment Services LLC, and Prudential Securities Incorporated. Brenda is a registered representative and investment advisor representative. Brenda's firm LPL Financial LLC offers a variety of investment services, including financial planning, portfolio management, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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
IN
07/27/2022 - Present
LPL Financial LLC (NEWBURGH IN)
IN
06/23/2020 - 06/23/2022
CETERA INVESTMENT SERVICES LLC (EVANSVILLE IN)
IN
05/19/2017 - 01/12/2019
EDWARD JONES (EVANSVILLE IN)
IN
07/03/2001 - 06/12/2017
FIFTH THIRD SECURITIES, INC. (EVANSVILLE IN)
NY
02/17/1998 - 06/22/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
10/10/1997 - 02/19/1998
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 10/30/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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