Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Charlene Barthelman is a financial advisor who has been working in the industry since January 27, 2009. Brenda is a registered representative with Ameritas Advisory Services, LLC. Brenda has passed the Uniform Combined State Law Examination, Municipal Securities Principal Examination, General Securities Principal Examination, Securities Industry Essentials Examination, and the General Securities Representative Examination. Brenda has also passed the required state examinations in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Brenda is also registered with FINRA. Brenda offers a variety of financial services to clients, including financial planning, pension consulting, educational seminars, and portfolio management. Brenda has experience working with high-net-worth individuals, corporations, pension plans, and other businesses.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
IA
11/01/2021 - Present
Ameritas Advisory Services, LLC (Iowa City IA)
BOTH
Issued 04/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brenda Barthelman is the right advisor for you? Invested Better is here to help.
