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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 Pepper is a financial advisor with Wells Fargo Clearing Services, LLC. Brenda has been in the financial services industry since 1998. Brenda is registered with the state of Pennsylvania and Texas. Brenda has a Series 7, Series 11, and Series 63 license. Brenda is an experienced financial advisor with a focus on providing investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
05/22/2024 - Present
Wells Fargo Clearing Services, LLC (WARREN PA)
PA
05/25/2005 - 05/02/2006
FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)
WI
11/26/2002 - 06/02/2003
INVEST FINANCIAL CORPORATION (APPLETON WI)
OH
05/22/2001 - 10/29/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
05/22/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
IN
11/07/2000 - 05/23/2001
CONSECO SECURITIES, INC. (CARMEL IN)
TN
09/06/2000 - 11/16/2000
PFIC SECURITIES CORPORATION (FRANKLIN TN)
OH
02/09/1998 - 08/10/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
PA
01/30/1996 - 02/04/1998
PNC BROKERAGE CORP (PITTSBURGH PA)
BC
Issued 03/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1996
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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