Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda D'arville is a financial advisor who has been in the industry since 1997. Brenda is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with RAYMOND JAMES & ASSOCIATES, INC. and MORGAN STANLEY SMITH BARNEY. Brenda holds a Series 7, Series 63, Series 65 and a Series 6TO license, and has an active registration in over 20 states. Brenda offers financial planning, portfolio management for individuals and businesses, as well as pension consulting. Brenda is also a business owner, and has a strong track record of success in the financial services industry.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
07/29/2020 - Present
Raymond James Financial Services Advisors, Inc. (DUNNELLON FL)
FL
10/11/2011 - 04/21/2017
RAYMOND JAMES & ASSOCIATES, INC. (THE VILLAGES FL)
FL
06/01/2009 - 10/26/2011
MORGAN STANLEY SMITH BARNEY (OCALA FL)
FL
11/26/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OCALA FL)
IA
Issued 12/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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