Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Sparks Mccleerey is a financial professional with over 40 years of experience in the industry. Brenda has worked with several firms, including UBS Financial Services Inc., J.C. Bradford & Co., A. G. Edwards & Sons, Inc., Investment Management & Research, Inc, and E. F. Hutton & Company Inc. Brenda is currently registered with Oppenheimer & Co. Inc., a firm with over $27 billion in assets under management. Brenda is also a licensed Investment Advisor Representative in the state of North Carolina and Texas. Brenda has a proven track record of success in providing financial advice to individuals, corporations, and other entities. Brenda specializes in financial planning, portfolio management, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
07/02/2009 - Present
Oppenheimer & Co. Inc. (ASHEVILLE NC)
NC
08/14/2000 - 07/22/2009
UBS FINANCIAL SERVICES INC. (ASHVILLE NC)
NY
01/20/1983 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
11/06/1981 - 11/04/1982
A. G. EDWARDS & SONS, INC.
NA
05/07/1979 - 10/20/1981
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
03/01/1978 - 06/17/1979
E. F. HUTTON & COMPANY INC
IA
Issued 10/14/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/4/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/1982
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 2/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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