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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Marie Lebrun is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. She is licensed to provide securities advice in Delaware, Maryland, Pennsylvania, and Texas. Brooke has been in the industry since April 2013 and has experience working with PNC Investments and State Farm VP Management Corp. Brooke specializes in providing financial advice to individuals, businesses, and retirement plans. She is also a published author and devotes a significant portion of her time to writing.
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
DE
03/01/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILMINGTON DE)
DE
05/06/2014 - 02/22/2017
PNC INVESTMENTS (MIDDLETOWN DE)
MD
01/28/2014 - 02/28/2014
STATE FARM VP MANAGEMENT CORP. (ELKTON MD)
PA
11/29/2012 - 11/18/2013
WELLS FARGO ADVISORS, LLC (OXFORD PA)
IA
Issued 11/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative 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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