Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Blisk is an active Registered Investment Advisor (IA) and Broker-Dealer (BD) representative, licensed in multiple states. Brenda holds the Series 7, Series 31, Series 63, and Series 65 securities licenses as well as the SIE exam. Brenda also possesses the Certified Financial Planner designation. Brenda has been working in the financial industry since 1986 and is currently affiliated with Spire Wealth Management, LLC. Previously, Brenda was associated with Cambridge Investment Research, Inc., Lockwood Financial Services, Inc., Smith Barney Inc., Lehman Brothers Inc., and Prudential-Bache Securities Inc. Brenda is a Board of Trustees member at Concordia Plan Services. Brenda specializes in providing financial planning, retirement planning, estate planning, divorce planning and insurance services to a wide range of clients. Brenda's firm, Spire Wealth Management, LLC, is headquartered in McLean, Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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.
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2
VA
01/14/2002 - Present
Spire Wealth Management, LLC (MCLEAN VA)
VA
12/17/2001 - 11/02/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (MCLEAN VA)
PA
02/18/1997 - 12/17/2001
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
07/31/1993 - 02/24/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
07/16/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/19/1986 - 07/30/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/03/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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