Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Cox Allen is a registered representative at Osaic Wealth, Inc. based in Scottsdale, AZ. Brenda has been in the financial services industry since 2016. Brenda has experience in providing financial planning, pension consulting and portfolio management for individuals and businesses. Brenda also has experience with educational seminars and selection of other advisors. Brenda's previous experience includes a position with Securities America, Inc. in La Vista, NE. Brenda has passed the Series 7, 24, 52, 53, 66 and SIE exams.
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.
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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
10/28/2016 - 06/14/2024
SECURITIES AMERICA, INC. (LA VISTA NE)
BOTH
Issued 02/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/07/2018
Series 4 - Registered Options Principal Examination
BC
Issued 08/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/22/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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