Unclaimed
Brenda Drews is a financial advisor at Morgan Stanley. Brenda has been in the financial industry for 13 years and is registered in 35 states. Brenda is a Series 6, 7, and 63 licensed professional, and also holds the SIE license. Brenda has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OR
09/16/2022 - Present
Morgan Stanley (EUGENE OR)
OR
02/06/2017 - 09/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EUGENE OR)
OR
01/24/2014 - 12/31/2016
PFS INVESTMENTS INC. (EUGENE OR)
OR
08/28/2007 - 12/31/2011
STANCORP EQUITIES, INC. (PORTLAND OR)
IA
Issued 07/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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