Unclaimed
Brenda Bush is a registered investment advisor representative with Nations Financial Group, Inc. She has been in the financial services industry since January 17, 2001. Brenda is licensed in Iowa and has a Series 6, 7, 24, 63, and 66 license. Brenda has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Brenda also specializes in providing financial planning, portfolio management, and pension consulting services. Brenda has previously worked with TIAA-CREF Individual & Institutional Services, LLC, TD Ameritrade, Inc., and Scottrade, 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.
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.
1
2
IA
11/05/2020 - Present
Nations Financial Group, Inc. (CEDAR RAPIDS IA)
IA
11/14/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CORALVILLE IA)
IA
02/26/2018 - 07/13/2018
TD AMERITRADE, INC. (CEDAR RAPIDS IA)
IA
09/04/2007 - 02/26/2018
SCOTTRADE, INC. (CEDAR RAPIDS IA)
AZ
09/11/2000 - 08/28/2007
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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