Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenley? Claim Your ProfileBrenley Elizabeth Davis is a registered representative with &Partners, LLC. Brenley is active in 24 states and holds a Series 66, Series 7 and SIE licenses. Brenley has been in the industry since April 2016 and previously worked with WELLS FARGO CLEARING SERVICES, LLC. Brenley Elizabeth Davis specializes in portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
05/10/2024 - Present
&partners (NASHVILLE TN)
SC
04/25/2016 - 05/23/2024
WELLS FARGO CLEARING SERVICES, LLC (SUMTER SC)
BOTH
Issued 08/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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