Unclaimed
Brenda Lee Ford is a registered representative with D.a. Davidson & Co. Brenda has been in the financial services industry since 2001 and has a wide range of experience in securities trading and financial planning. Brenda holds Series 7, 55, 57TO and SIE licenses and a Series 63 license. Brenda is registered to provide investment advice in 51 states and the District of Columbia. Prior to joining D.a. Davidson & Co., Brenda worked for Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Brenda's focus is on providing investment advice and financial planning services to individuals, families, and businesses.
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.
1
2
WA
07/19/2013 - Present
D.a. Davidson & Co. (SEATTLE WA)
WA
01/03/2011 - 11/23/2011
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
WA
10/01/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
BC
Issued 11/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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