Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendda? Claim Your ProfileBrendda Martins Lima is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brendda has been in the industry since 2021 and is registered with FINRA and the states of Alabama, Arizona, California, Connecticut, Florida, Georgia, Massachusetts, Nevada, New Jersey, New York, Oregon, Pennsylvania, Texas and Washington. Brendda's primary office is located in SAINT PETERSBURG, FL. Brendda is also a registered Investment Advisor and is registered with the states of Florida and Texas. Brendda is dedicated to helping clients reach their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
02/14/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT PETERSBURG FL)
CA
07/17/2023 - 11/14/2023
PFS INVESTMENTS INC. (SANTA FE SPRINGS CA)
MO
10/28/2022 - 02/07/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
CA
10/07/2021 - 08/29/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
BOTH
Issued 11/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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