Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dedra? Claim Your ProfileDedra Brust is a financial advisor with over 15 years of experience in the financial services industry. Dedra is a CERTIFIED FINANCIAL PLANNER™ professional with a strong commitment to providing personalized financial advice to individuals, families and businesses. She is currently registered with Janney Montgomery Scott LLC and Rockefeller Financial LLC. Her experience includes providing financial planning, portfolio management, and investment advisory services. Previously, Dedra has also worked with Ameriprise Financial Services and Wells Fargo Advisors LLC. Dedra is dedicated to helping clients achieve their financial goals through a comprehensive approach that considers their unique needs and circumstances.
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.
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.
Fee plus commission
1
2
NY
08/04/2021 - Present
Janney Montgomery Scott LLC (ALBANY NY)
NY
08/10/2017 - 08/06/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Malta NY)
NY
04/02/2008 - 07/07/2017
WELLS FARGO CLEARING SERVICES, LLC (SARATOGA SPRINGS NY)
BOTH
Issued 04/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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