Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Cowan is a financial advisor with Wells Fargo Advisors Financial Network, LLC, and has been in the industry since 2005. Brenda is a registered representative and investment advisor representative with the firm. Brenda previously worked with WELLS FARGO CLEARING SERVICES, LLC, EVEREN SECURITIES, INC., PRESCOTT, BALL & TURBEN, INC., and LIBERTY FIRST SECURITIES, INC. Brenda specializes in portfolio management, financial planning and has a client base that includes high-net-worth individuals, corporations, charitable organizations, 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.
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
OH
03/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
05/19/2016 - 03/03/2023
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN OH)
MO
09/04/1990 - 06/07/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
06/22/1989 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
10/28/1987 - 03/20/1989
LIBERTY FIRST SECURITIES, INC.
BC
Issued 10/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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