Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Lee Sasso is a financial advisor with over 30 years of experience in the industry. Brenda is a registered representative with UBS Financial Services Inc. Brenda has a diverse background, having worked at several firms, including Paine Webber Incorporated, Shearson Lehman Hutton Inc., and E.F. Hutton & Company Inc. Brenda is currently located in Red Bank, New Jersey.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
04/22/2004 - Present
UBS Financial Services Inc. (RED BANK NJ)
NJ
06/08/1992 - 01/27/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
01/25/1990 - 05/22/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/15/1988 - 02/22/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/09/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
09/24/1986 - 12/22/1986
JANNEY MONTGOMERY SCOTT INC.
NA
07/29/1985 - 10/10/1986
E. F. HUTTON & COMPANY INC
NA
12/05/1984 - 05/29/1985
FIRST INVESTORS CORPORATION
BC
Issued 10/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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