Unclaimed
Brenda Clarke is a financial advisor with Truist Advisory Services, Inc. Brenda has been working in the financial services industry since 1998. Brenda holds Series 7, 24, 53, 63, and 66 licenses and is also a Certified Financial Planner. Brenda has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Brenda specializes in providing financial planning, portfolio management, and financial profiling services. Brenda is registered to provide investment advisory services in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wyoming.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
09/01/2010 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
09/01/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
02/02/2009 - 08/05/2010
ADVENT SECURITIES, INC. (RICHMOND VA)
VA
08/17/2004 - 12/23/2009
COMMUNITY BANKERS SECURITIES, LLC (RICHMOND VA)
VA
04/17/2007 - 12/31/2008
ADVENT SECURITIES, INC. (RICHMOND VA)
MN
04/07/1997 - 07/07/1997
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
MN
07/31/1991 - 08/11/1995
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NY
02/27/1991 - 07/16/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MD
03/21/1989 - 03/04/1991
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 09/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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