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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 Lynn Calkins is a financial advisor with Osaic Wealth, Inc. in Newport, RI. Brenda has been in the industry since February 11, 1991. Brenda Calkins is a registered investment advisor in Rhode Island and Massachusetts. She holds the Series 63, Series 65, Series 7, and SIE licenses. Brenda's firm, Osaic Wealth, Inc., is a national firm with offices in Scottsdale, AZ, and other locations. Osaic Wealth, Inc. provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
RI
09/11/2024 - Present
Osaic Wealth, Inc. (NEWPORT RI)
RI
05/08/2009 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEWPORT RI)
RI
10/20/2004 - 05/11/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWPORT RI)
NY
06/12/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/05/2000 - 11/29/2001
QUICK & REILLY, INC. (NEW YORK NY)
MA
07/31/1999 - 09/06/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
CA
02/24/1998 - 06/23/1999
BANCBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
MA
04/01/1993 - 05/13/1996
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
NY
02/06/1992 - 02/03/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MA
06/22/1988 - 01/09/1992
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 06/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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