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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Sue Cox is a financial advisor with Integrated Advisors Network LLC. Brenda has been working in the financial services industry for over 20 years. Brenda holds a Series 3, 7, and 63 licenses as well as a Series 65 license and the SIE exam. Brenda's previous experience includes positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Brenda provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and other 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
TX
02/24/2020 - Present
Integrated Advisors Network LLC (DALLAS TX)
CO
04/24/2009 - 02/26/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
CO
05/29/2007 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
CO
03/25/1996 - 05/29/2007
CITICORP INVESTMENT SERVICES (DENVER CO)
IA
Issued 12/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 3 - National Commodity Futures Examination
BC
Issued 01/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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