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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Hurless is an Investment Advisor Representative with Kingsview Wealth Management, LLC. Brenda has been in the financial services industry since 1988. Brenda is licensed to conduct business in Wyoming and has experience working with individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Brenda holds Series 6, 7, 24, 63, and 65 licenses.
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.
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.
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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WY
02/11/2019 - Present
Kingsview Wealth Management, LLC (CASPER WY)
WY
11/14/2013 - 02/06/2019
WELLS FARGO CLEARING SERVICES, LLC (CASPER WY)
WY
01/03/2011 - 05/16/2011
WELLS FARGO ADVISORS, LLC (CASPER WY)
WY
02/04/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CASPER WY)
FL
12/06/2001 - 03/13/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MT
07/18/1991 - 10/02/2001
D.A. DAVIDSON & CO. (GREAT FALLS MT)
NY
05/03/1991 - 06/24/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
02/22/1991 - 05/16/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MT
06/22/1988 - 08/27/1990
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BC
Issued 02/21/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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