Brenda Seligmann, financial advisor Charlotte NC

Brenda Seligmann

CRD Number: 4342296
Current Firm: Truist Advisory Services, Inc.

Brenda Seligmann (CRD# 4342296) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Charlotte, NC Feb 2021 - Current 1
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 1
Bb&t Securities, LLC Richmond, VA Jan 2018 - Feb 2021 3
Bb&t Bank Charlotte, NC May 2009 - Feb 2021 11
Bb&t Investmenta Charlotte, NC May 2009 - Feb 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Brenda N. Seligmann
Phone Number: 404-827-6461
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    61,581
    MILLIONS
  • Total Number of Accounts
    126,886
    ACCOUNTS
  • Average Account Value
    $485,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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