Unclaimed
Brenda Bickel is a financial advisor at Raymond James Financial Services Advisors, Inc. Brenda has been a registered representative for over 38 years. She is registered with the state of Indiana as both a Broker-Dealer and an Investment Adviser. Brenda has a strong track record of success in helping her clients achieve their financial goals. Brenda has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. She is committed to providing personalized financial advice and investment strategies that are tailored to meet each client's unique needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (MISHAWAKA IN)
FL
03/03/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
10/07/1986 - 03/10/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/10/1984 - 12/22/1986
PRUCO SECURITIES CORPORATION
IA
Issued 04/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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