Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Karczag is a financial professional with over 30 years of experience in the industry. Brenda is registered with Park Avenue Securities LLC and is currently licensed in California and Iowa. Brenda has held previous positions with Edward Jones, SCF Securities, Inc., HORNOR, TOWNSEND & KENT, INC., MONARCH SECURITIES, INC., FTFS and SUN INVESTMENT SERVICES COMPANY. Brenda holds the Series 6, 7, 63, and 66 licenses and the SIE exam. She is also a Chartered Financial Consultant. Brenda specializes in financial planning, portfolio management for individuals, and educational seminars.
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.
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
06/01/2023 - Present
Park Avenue Securities LLC (Thousand Oaks CA)
CA
04/08/2015 - 08/03/2016
EDWARD JONES (PORTER RANCH CA)
CA
11/01/2006 - 09/24/2012
SCF SECURITIES, INC. (SAN DIEGO CA)
PA
12/06/1996 - 03/02/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
PA
02/03/1992 - 11/06/1996
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
09/15/1989 - 02/03/1992
MONARCH SECURITIES, INC.
CA
03/18/1988 - 09/16/1989
FTFS (PETALUMA CA)
NA
05/18/1987 - 12/21/1987
SUN INVESTMENT SERVICES COMPANY
BOTH
Issued 05/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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