Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Jean Wolpert is a registered investment advisor representative with Transamerica Retirement Advisors, LLC in Saginaw, MI. Brenda has been in the industry since 1999 and has held licenses in both Iowa and Michigan. Brenda is also a registered representative in the state of Michigan. Brenda specializes in providing portfolio management for both businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MI
07/17/2013 - Present
Transamerica Retirement Advisors, LLC (Saginaw MI)
IA
04/28/1999 - 10/10/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 07/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brenda Wolpert is the right advisor for you? Invested Better is here to help.
