Stephen BrendeckeCRD Number: 1361141
Current Firm: Prudential Financial Planning Services
Stephen Brendecke (CRD# 1361141) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ontario, CA and has over 17 years of experience in the finance industry.
Ubs Financial Services Inc.
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|The Prudential Insurance Company Of America||Ontario, CA||Jan 1984 - Current||34|
|Pruco Securities, LLC||Ontario, CA||Jan 1984 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2000|
Total Assets Under Management5,161MILLIONS
Total Number of Accounts41,530ACCOUNTS
Average Account Value$124,275
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY