Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda R.c. Jackson is a financial advisor with over 20 years of experience in the industry. Brenda currently works with Symphony Financial, Ltd. Co. and specializes in providing financial planning, portfolio management, and multi-family office services. Brenda is a registered investment advisor and is licensed in multiple states. Brenda previously worked at Morgan Stanley Smith Barney and other firms, and has a diverse background in providing financial services.
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.
Multi family office services
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
TX
07/15/2014 - Present
Symphony Financial, Ltd. Co. (KINGWOOD TX)
TX
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
01/05/2007 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
TX
01/29/2003 - 01/10/2007
A. G. EDWARDS & SONS, INC. (SPRING TX)
MO
10/12/2000 - 01/30/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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