Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Somers is a financial advisor with Janney Montgomery Scott LLC. Brenda has been in the financial services industry since August 6, 2009. Brenda is registered with the state of Pennsylvania and Texas. Prior to joining Janney Montgomery Scott LLC, Brenda was employed by STIFEL, NICOLAUS & COMPANY, INCORPORATED and UBS FINANCIAL SERVICES INC.. Brenda specializes in a range of financial services, including financial planning, pension consulting, and portfolio management for businesses and individuals. Brenda also provides educational seminars to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
04/16/2019 - Present
Janney Montgomery Scott LLC (Bethlehem PA)
PA
09/25/2009 - 05/03/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BETHLEHEM TOWNSHIP PA)
PA
08/07/2009 - 09/25/2009
UBS FINANCIAL SERVICES INC. (BETHLEHEM PA)
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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