Unclaimed
Brenner Alexander Boyd is a financial advisor with Wells Fargo Clearing Services, LLC. Brenner has been in the financial services industry since 1994 and has experience with a variety of firms. Brenner is registered with FINRA and the state of North Carolina. Brenner is also a Certified Financial Planner. Brenner's clients include individuals, families, businesses, and institutions. Brenner provides investment advice and financial planning 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.
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
NC
03/24/2006 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
AL
04/17/2002 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
MO
07/16/2001 - 03/09/2002
EDWARD JONES (ST. LOUIS MO)
NC
06/16/1994 - 04/05/2001
CENTURA SECURITIES, INC. (KANNAPOLIS NC)
BOTH
Issued 03/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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