Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Moyer is an active investment advisor representative with Chapin, Davis. Brenda has been in the industry since February 11, 1985 and has a broad range of experience working with a variety of clients. Brenda holds a variety of licenses and certifications including Series 6, Series 7, Series 24, and Series 63. Brenda also holds licenses as a registered investment advisor in Pennsylvania and New Jersey. Brenda has a strong history of working with individual clients, businesses, and pension and profit-sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
PA
12/13/2022 - Present
Chapin, Davis (Bala Cynwyd PA)
PA
10/01/2015 - 12/09/2022
BOENNING & SCATTERGOOD, INC. (POTTSTOWN PA)
PA
04/29/2011 - 10/02/2015
EQUITY SERVICES, INC. (WAYNE PA)
PA
06/06/2006 - 05/06/2011
MML INVESTORS SERVICES, LLC (WAYNE PA)
MA
09/19/2001 - 02/22/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
PA
09/03/2002 - 12/17/2004
CAPITAL PLANNING GROUP OF PENNSYLVANIA LLC (WAYNE PA)
NY
03/07/2000 - 09/12/2001
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
IA
01/01/1996 - 12/31/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
11/15/1984 - 01/01/1996
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 12/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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