Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Bagonis-cooke is an active investment advisor representative with Osaic Wealth, Inc. Brenda is based in CHALFONT, PA and has been in the industry since 1990. Brenda has a wide range of experience with previous firms including SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, WALNUT STREET SECURITIES, INC., AMERICAN CAPITAL CORPORATION, MARKETING ONE SECURITIES, INC., and PFS INVESTMENTS INC.
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.
1
2
PA
11/02/2018 - Present
Osaic Wealth, Inc. (CHALFONT PA)
PA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (WARRINGTON PA)
PA
11/24/2004 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WARRINGTON PA)
CA
12/09/1999 - 12/01/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
06/29/1995 - 12/31/1996
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
OR
12/07/1994 - 06/15/1995
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
GA
11/11/1987 - 12/05/1994
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/19/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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