Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Louise Harrison is a financial advisor with over 10 years of experience in the financial industry. Brenda is currently registered with Stifel, Nicolaus & Company, Inc. and has a wide range of experience with a variety of clients, including individuals, businesses, and institutions. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Brenda holds Series 63, 66, and 7 licenses and has passed the SIE exam. She has also worked with other firms including Wells Fargo Clearing Services, LLC and BMO Harris Financial Advisors, Inc..
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.
1
2
KS
02/03/2022 - Present
Stifel, Nicolaus & Company, Inc. (OVERLAND PARK KS)
KS
12/21/2016 - 10/22/2021
WELLS FARGO CLEARING SERVICES, LLC (OVERLAND PARK KS)
KS
08/01/2012 - 07/01/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (LEAWOOD KS)
KS
03/27/2012 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (LEAWOOD KS)
BOTH
Issued 05/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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