Unclaimed
Brenda Tanedo Osborne is a financial advisor with over 30 years of experience in the financial services industry. Brenda is currently registered as a Registered Representative (Series 7 & Series 66) with Wells Fargo Clearing Services, LLC. She is also licensed to offer investment advisory services in 21 states. Brenda has worked in the financial services industry since 1986 and previously held positions with Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Marketing One Securities, Inc., and Pruco Securities Corporation. Brenda has a deep understanding of the financial markets and a commitment to providing her clients with personalized investment advice and guidance.
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.
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.
Investment consulting services to institutional clients
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
CA
11/01/2016 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MARINA DEL REY CA)
CA
11/19/1993 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
08/24/1992 - 11/19/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NJ
10/24/1986 - 09/09/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe 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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