Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Connolly has been in the financial industry since 1989. Brenda currently works for Morgan Stanley as a registered representative. Brenda holds both a Series 7 and Series 63 license. Brenda also has a Series 65 license and is a registered investment advisor. Prior to her current role, Brenda was a registered representative at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and at CORPORATE SECURITIES GROUP, INC.. Brenda is registered to provide investment advice in 28 states. Brenda has experience in providing a wide variety of investment services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/05/2023 - Present
Morgan Stanley (Hauppauge NY)
NY
05/18/1990 - 05/09/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SMITHTOWN NY)
MO
03/10/1989 - 11/16/1989
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
09/20/1988 - 12/14/1988
GREENTREE SECURITIES CORP.
IA
Issued 09/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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