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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Knudsen is a financial advisor with Fidelity Personal And Workplace Advisors, where Brenda has been employed since December 2019. Previously, Brenda was employed at Lucia Securities in San Diego, CA. Brenda has been in the financial industry since October 2002 and has worked with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Brenda specializes in providing financial planning, portfolio management, and educational seminars. Brenda holds a Series 66 license, which is a uniform combined state law examination. Brenda is also a registered representative with the Financial Industry Regulatory Authority (FINRA).
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.
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
CA
10/23/2020 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
01/11/2012 - 12/13/2019
LUCIA SECURITIES, LLC (SAN DIEGO CA)
CA
05/09/2011 - 12/09/2011
CAPITAL SYNERGY PARTNERS (IRVINE CA)
CA
08/01/2007 - 04/01/2011
RBC CAPITAL MARKETS, LLC (LA JOLLA CA)
NA
09/25/1985 - 07/29/1989
SUTRO & CO. INCORPORATED
NA
11/15/1984 - 10/08/1985
MONTGOMERY SECURITIES
NA
05/23/1984 - 10/02/1984
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BOTH
Issued 11/2/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/5/1987
Series 24 - General Securities Principal Examination
BC
Issued 7/2/1984
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/31/2007
Series 7 - General Securities Representative Examination
BC
Issued 9/8/1988
Series 5 - Interest Rate Options Examination
BC
Issued 6/5/1984
Series 15 - Foreign Currency Options Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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