Brenda FriederichCRD Number: 4630119
Current Firm: Rnp Advisory Services, Inc.
Brenda Friederich (CRD# 4630119) is an Investment Advisor Representative working at Rnp Advisory Services, Inc. in Morgan Hill, CA and has over 15 years of experience in the finance industry. Brenda Friederich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
Wales Investments Inc.
|Rnp Advisory Services Inc.||San Jose, CA||Jan 2006 - Current||12|
|The O.n. Equity Sales Company||Cincinnati, OH||Feb 2005 - Current||13|
|Ohio National Life Insurance Company||Cincinnati, OH||Sep 2003 - Current||14|
|Eplanning Securities Inc.||San Jose, CA||Jan 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management349MILLIONS
Total Number of Accounts975ACCOUNTS
Average Account Value$358,104
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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