Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Yard is a financial advisor in Charlotte, NC. Brenda is currently registered with Truist Advisory Services, Inc. Brenda has been working in the securities industry since April 1998. Brenda has a total of 9 years of experience with BB&T Securities, LLC. She also has experience with First Union Brokerage Services, Inc. and BB&T Investment Services, Inc.. Brenda has passed the following FINRA exams: Series 7, Series 6, Series 63, Series 66, Series 24, Series 53, Series 52TO, Series 99TO, and the SIE. Brenda is a Registered Representative and Investment Advisor Representative in North Carolina.
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.
1
2
NC
12/08/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
02/25/2021 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/27/1999 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
04/21/1998 - 05/28/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 4/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/10/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/2/2004
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 4/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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