Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Seligmann is a financial advisor with Truist Advisory Services, Inc. Brenda has been in the financial services industry since 2001. Brenda has a Series 7, 63, 65 and SIE licenses. Brenda is registered to provide investment advice in 9 states including North Carolina, Georgia, Florida, California, New York, South Carolina, Vermont, Washington and other states. Brenda is also a Director of The Pines at Davidson, a Senior Living Retirement Community. Brenda's previous experience includes roles at BB&T Securities, LLC, BB&T Investment Services, Inc. and Banc of America Investment Services, Inc. Brenda has a long history of providing financial advice and services to individuals and families.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/18/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
02/13/2001 - 10/30/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 11/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/1/2003
Series 4 - Registered Options Principal Examination
BC
Issued 8/23/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 3/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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