Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brendle is a financial advisor who has been working in the industry since July 1997. Jeffrey is currently registered with Charles Schwab & CO., Inc. and has offices in Wilmington, Delaware, and Philadelphia, Pennsylvania. Jeffrey specializes in providing financial planning and investment advice to clients, including those who are seeking wrap fee programs and financial planning referrals. Jeffrey has experience working with various clients, including individuals, businesses, and institutions.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
DE
03/03/2016 - Present
Charles Schwab & CO., Inc. (Wilmington DE)
RI
06/18/1997 - 03/23/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jeffrey Brendle is the right advisor for you? Invested Better is here to help.
