Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Bennett is a financial advisor with over 20 years of experience in the financial services industry. Brenda has worked with UBS Financial Services Inc. since April 2024, and has held previous positions with Huntington Securities, Inc., The Huntington Investment Company, Capital Solutions Distributors, LLC, Wells Fargo Advisors, LLC, Parker/Hunter Incorporated and Allegheny Investments, LTD. Brenda is a Certified Financial Planner and specializes in providing financial advice to individuals, families, and businesses. Brenda is licensed to provide financial advice in multiple states and holds several industry certifications, including the Series 7, Series 24, Series 52, and Series 66 exams.
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.
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.
See schedule d - miscellaneous
1
2
OH
04/02/2024 - Present
UBS Financial Services Inc. (NEW ALBANY OH)
OH
02/24/2020 - 05/02/2023
HUNTINGTON SECURITIES, INC. (COLUMBUS OH)
OH
07/12/2010 - 02/24/2020
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
CA
10/05/2009 - 11/17/2009
CAPITAL SOLUTIONS DISTRIBUTORS, LLC (CORTE MADERA CA)
OH
06/23/2006 - 10/09/2009
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
PA
03/14/2002 - 07/14/2004
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
PA
08/27/2001 - 03/08/2002
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
BOTH
Issued 03/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2002
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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