Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Pokojowczyk-Smith is a financial advisor with Citigroup Global Markets Inc. Brenda has been working in the financial industry since 2001 and is registered with the state of New York. Brenda holds Series 7, 31, and 63 licenses, and also has the Series 65 and SIE exams. Brenda specializes in providing financial planning services, portfolio management for individuals and businesses, and asset allocation advice. Previous employers include LPL Financial LLC, M&T Securities, Inc., Wells Fargo Advisors, LLC, and Brookstreet Securities Corporation. Brenda is also an independent consultant for Norwex and Pampered Chef.
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.
Asset allocation advice
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.
1
2
NY
07/18/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
01/07/2016 - 03/09/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/13/2013 - 04/13/2015
LPL FINANCIAL LLC (BUFFALO NY)
NY
02/11/2011 - 05/24/2013
M&T SECURITIES, INC. (BUFFALO NY)
NY
11/05/2007 - 02/07/2011
WELLS FARGO ADVISORS, LLC (WILLIAMSVILLE NY)
NY
04/07/2005 - 03/23/2007
BROOKSTREET SECURITIES CORPORATION (WILLIAMSVILLE NY)
OH
02/27/2001 - 04/04/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 08/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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