Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Evans is a financial advisor at Park Avenue Securities LLC with over 25 years of experience in the industry. Brenda has held previous roles with a number of firms, including M&T Securities, Inc., PURSHE KAPLAN STERLING INVESTMENTS, LPL Financial LLC, and UVEST FINANCIAL SERVICES GROUP, INC.. Brenda provides financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Brenda holds licenses for Series 6, Series 63 and Series 65 exams as well as the SIE. Brenda offers financial planning, portfolio management for individuals, and educational seminars. Brenda can be reached at the Latham, NY office of Park Avenue Securities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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NY
02/10/2020 - Present
Park Avenue Securities LLC (LATHAM NY)
NY
11/06/2018 - 01/24/2020
M&T SECURITIES, INC. (WYNANTSKILL NY)
NY
02/16/2012 - 01/12/2018
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NY
09/07/2010 - 08/23/2011
LPL FINANCIAL LLC (COLONIE NY)
NC
12/01/2009 - 06/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
06/16/2008 - 05/08/2009
CCO INVESTMENT SERVICES CORP. (ALBANY NY)
MA
10/20/2004 - 06/09/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/15/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/25/1999 - 08/29/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
CT
07/29/1998 - 10/04/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
NJ
01/19/1993 - 04/27/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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