Unclaimed
Brenda Louise Abele is an Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Brenda has been in the securities industry for over 20 years, starting her career at A. G. Edwards & Sons, Inc. in 2005. Since then, Brenda has also worked for Morgan Stanley DW Inc. and PFS Investments Inc. Brenda is licensed to sell securities in many states, including Nebraska, Texas, and Florida. She is also a registered Investment Advisor in Nebraska. Brenda specializes in financial planning, portfolio management for individuals and businesses, and 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
NE
12/01/2010 - Present
Wells Fargo Clearing Services, LLC (LINCOLN NE)
NE
11/09/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LINCOLN NE)
NY
07/22/2002 - 11/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
03/08/1999 - 12/31/2000
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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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