Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Catalina Dibartolo is a financial advisor with over 15 years of experience in the financial services industry. Brenda has been with Wells Fargo Clearing Services, LLC since November 2016. Brenda holds a Series 6, 7, 63, and 66 licenses. Brenda is also a Certified Financial Planner. Prior to joining Wells Fargo, Brenda was a financial advisor at Comerica Securities and Chase Investment Services Corp. Brenda has experience working with a variety of clients, including individuals, families, businesses, and institutions. Brenda is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
TX
10/02/2014 - Present
Wells Fargo Clearing Services, LLC (THE WOODLANDS TX)
TX
11/06/2008 - 04/18/2012
COMERICA SECURITIES (HOUSTON TX)
TX
04/04/2007 - 03/24/2008
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 10/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2007
Series 6 - Investment Company Products/Variable Contracts 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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