Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Lea Ferry is an active investment advisor representative at Osaic Wealth, Inc., with a background in financial services spanning over two decades. Brenda has a broad range of experience in the industry, holding various registrations and licenses. Brenda's expertise encompasses financial planning, portfolio management for both individuals and businesses, and pension consulting. Brenda holds a variety of industry licenses and designations, including Series 6, 7, 24, 52, 53, and 66.
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.
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2
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/04/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
08/17/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
03/06/2003 - 03/16/2010
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WOODBURY MN)
MN
12/01/2000 - 12/31/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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