Unclaimed
Brenda Slayton is a financial advisor at Equity Services, Inc. She has been in the financial services industry since 1997 and has a broad range of experience in securities and investment products. Brenda is a registered representative with FINRA and has earned the Series 6, 7, and 24 licenses. She is also a licensed insurance agent and has a strong understanding of insurance products. Brenda specializes in providing financial planning and investment advice to individuals, families, and businesses. She works with clients to develop personalized financial plans that meet their specific needs and goals. Brenda is committed to providing her clients with the highest level of service and support.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
03/13/2018 - Present
Equity Services, Inc. (MONTPELIER VT)
VT
06/09/1997 - 12/31/2003
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
BC
Issued 05/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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