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Brenda Renee Haas

MM Ascend Life Investor Services, LLC

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About Brenda Renee Haas

Brenda Haas is a financial professional with over 10 years of experience in the financial services industry. Currently, Brenda Haas is registered with MM Ascend Life Investor Services, LLC. Brenda Haas has also previously held registrations with UBS Financial Services Inc., Kestra Investment Services, LLC, Morgan Stanley, Touchstone Securities, Inc., and W&S Brokerage Services, Inc. Brenda Haas has a broad range of experience working with clients across various financial needs.

Firm Information

Brenda Haas is currently registered with MM Ascend Life Investor Services, LLC. MM Ascend Life Investor Services, LLC is a Limited Liability Company formed in 2021 that is registered in all 50 states and the District of Columbia. It offers other advisory services and is not currently providing active advisory services. It maintains 12 licensed agents, 12 investment adviser representatives, 12 registered representatives, and 2 investment advisory functions. The firm has filed four regulatory event disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

124

Total Financial Advisors

Services Offered

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.

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maintaining registration but not actively providing advisory services

Maintaining registration but not actively providing advisory services

Fee Structure

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.

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other

Maintaining registration but not serving clients

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Brenda Haas’s Registration & Firm History

OH

01/24/2023 - Present

MM Ascend Life Investor Services, LLC (CINCINNATI OH)

OH

06/29/2022 - 01/17/2023

UBS FINANCIAL SERVICES INC. (CINCINNATI OH)

OH

08/01/2019 - 07/02/2020

KESTRA INVESTMENT SERVICES, LLC (CINCINNATI OH)

OH

03/12/2014 - 06/18/2019

MORGAN STANLEY (CINCINNATI OH)

OH

06/09/2011 - 09/04/2012

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

OH

02/04/2009 - 05/13/2011

W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 05/23/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2014

Series 7 - General Securities Representative Examination

BC

Issued 02/02/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brenda Renee Haas.
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