Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Michelle Brown is a financial advisor with over 20 years of experience in the industry. Brenda currently works with Raymond James Financial Services Advisors, Inc. Brenda has a broad range of experience and has held positions with several firms including LPL FINANCIAL LLC, FIRST MONTAUK SECURITIES CORP., RAYMOND JAMES FINANCIAL SERVICES, INC., and EDWARD JONES. Brenda has a focus on financial planning, pension consulting and portfolio management for both businesses and individuals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
08/25/2022 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
WA
03/29/2010 - 06/03/2019
LPL FINANCIAL LLC (OLYMPIA WA)
WA
07/19/2005 - 05/14/2008
FIRST MONTAUK SECURITIES CORP. (DUPONT WA)
FL
08/15/2002 - 12/19/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
09/27/2001 - 07/31/2002
EDWARD JONES (ST. LOUIS MO)
MN
01/23/2001 - 09/21/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 08/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brenda Brown is the right advisor for you? Invested Better is here to help.
