Unclaimed
Brenda Kay Devore is a financial advisor with over 20 years of experience in the industry. Brenda currently works at Wells Fargo Advisors Financial Network, LLC in Keller, Texas. Brenda previously worked at Edward Jones for 15 years. Brenda holds a Series 7, 9, 10, 63, and 66 license, and is registered to provide investment advice in 24 states. Brenda has a strong track record of providing financial guidance and investment management to both individuals and businesses. Brenda offers financial planning, portfolio management, and investment consulting services to institutional 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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
08/25/2017 - Present
Wells Fargo Advisors Financial Network, LLC (KELLER TX)
TX
06/04/2002 - 08/28/2017
EDWARD JONES (KELLER TX)
BOTH
Issued 03/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/23/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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