Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Sue Robertson is a financial advisor with over 27 years of experience in the financial services industry. Brenda is a registered representative with Stifel, Nicolaus & Company, Inc. and currently holds Series 7 and Series 63 licenses. Brenda has a strong background in investment advisory services and portfolio management. Brenda has a track record of providing personalized financial advice and investment strategies to individuals, businesses, and institutions. Brenda specializes in providing financial planning, portfolio management, and pension consulting 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
08/05/2021 - Present
Stifel, Nicolaus & Company, Inc. (GREAT FALLS MT)
MT
01/12/2000 - 08/06/2021
D.A. DAVIDSON & CO. (GREAT FALLS MT)
NY
03/02/1998 - 01/20/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
08/27/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
IA
Issued 03/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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