Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Robertson has been a registered representative since 1995, currently affiliated with ADP Broker-Dealer, Inc., Brenda has worked in the financial services industry for 27 years. Brenda is registered to provide investment advice in Massachusetts and New Jersey. Brenda has a Series 6, Series 26, and Series 63 license.
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.
1
2
NJ
07/06/2016 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
MA
10/19/2001 - 03/31/2016
DEAWM DISTRIBUTORS, INC. (BOSTON MA)
NY
03/29/2000 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NE
11/25/1997 - 03/03/2000
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
RI
05/17/1995 - 01/15/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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