Unclaimed
Brenda Kindy is a financial professional with over 35 years of experience in the financial services industry. Brenda has been registered with FINRA since 1985 and has held previous roles with Foresters Equity Services, Inc., First Heartland Capital, Inc., and Mutual of Omaha Investor Services, Inc. Brenda is currently registered with CPS Financial & Insurance Services, Inc. and Capital Synergy Partners. Brenda holds the Series 6, Series 63, and SIE licenses.
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.
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.
1
2
CA
05/23/2023 - Present
CPS Financial & Insurance Services, Inc. (IRVINE CA)
CA
11/01/2012 - 10/16/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IN
01/03/2011 - 10/31/2012
FIRST HEARTLAND CAPITAL, INC. (COLUMBUS IN)
IN
02/22/2005 - 11/02/2009
FIRST HEARTLAND CAPITAL, INC. (EDINBURGH IN)
NE
02/25/1985 - 12/31/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 02/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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