Unclaimed
Brenda Long has been in the financial services industry since December 18, 2003. Brenda is currently registered with Principal Securities, Inc. and has been with them since February 4, 2005. Brenda has registrations in 8 states including Colorado, Connecticut, Florida, Illinois, Indiana, Michigan, and Wisconsin. Brenda has a broad range of experience in financial services, having worked in various roles at Principal Life Insurance Co. and Principal Securities, Inc. Brenda is a dedicated financial advisor and is committed to providing clients with the guidance and support they need to achieve their financial goals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
02/04/2005 - Present
Principal Securities, Inc. (DES MOINES IA)
BOTH
Issued 01/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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