Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Lynne Keefe is a financial advisor with Purshe Kaplan Sterling Investments. Brenda has been in the securities industry since 2009 and has worked for several reputable firms. Brenda is a registered representative of the firm and holds the Series 6 and the Securities Industry Essentials Examination. Brenda specializes in helping clients meet their financial goals. She has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Brenda is a valuable resource for investors in the Cincinnati area.
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.
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.
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2
OH
06/15/2020 - Present
Purshe Kaplan Sterling Investments (Cincinnati OH)
OH
10/14/2009 - 07/10/2020
EQUITABLE ADVISORS, LLC (BLUE ASH OH)
KY
11/07/2007 - 12/06/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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