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BS

Brenda S. Svacina

FIDELITY BROKERAGE SERVICES LLC
Covington, KY 41015
Some features on this profile are disabled
CRD#: 3082548
BS

Professional summary


Brenda Sue Svacina, who also goes by Brenda Sue Svacina, Brenda S Strohm Ms, Brenda S Svacina Mrs, Brenda S Svacina, is a registered financial professional currently at FIDELITY BROKERAGE SERVICES LLC located in Covington, Kentucky.

Brenda is registered as a RR (Registered Representative) and started their career in finance in 2001. Brenda has worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brenda Sue Svacina | Brenda S Strohm Ms | Brenda S Svacina Mrs | Brenda S Svacina

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Brenda Sue Svacina's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 13, 2023 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 100 Howe Drive, Covington, KY 41015
BD
CRD#: 7784
Covington, KY
Past

September 6, 2019 - December 5, 2022

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
BETHALTO, IL
Past

August 26, 2019 - December 5, 2022

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
BETHALTO, IL
Past

May 8, 2017 - August 26, 2019

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA
CRD#: 137115
MANITOWOC, WI
Past

April 27, 2017 - August 26, 2019

BMO HARRIS FINANCIAL ADVISORS, INC.

BD
CRD#: 137115
MANITOWOC, WI
Past

May 3, 2011 - May 3, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MANITOWOC, WI
Past

August 9, 2010 - September 27, 2010

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

July 26, 2010 - September 27, 2010

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

September 30, 2009 - July 19, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
APPLETON, WI
Past

May 13, 2008 - September 1, 2009

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
HAMPTON FALLS, NH
Past

March 3, 2003 - July 31, 2006

ASSOCIATED INVESTMENT SERVICES, INC.

BD
CRD#: 1464
GREEN BAY, WI
Past

September 24, 2002 - March 26, 2003

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
ASHWAUBENON, WI
Past

March 12, 2002 - March 26, 2003

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

September 12, 2001 - January 9, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 12, 2001 - January 9, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/22/2023)
RR
Alaska
(3/22/2023)
RR
Arizona
(3/22/2023)
RR
Arkansas
(3/22/2023)
RR
California
(3/22/2023)
RR
Colorado
(3/22/2023)
RR
Connecticut
(3/22/2023)
RR
Delaware
(3/22/2023)
RR
District of Columbia
(3/22/2023)
RR
Florida
(3/22/2023)
RR
Georgia
(3/22/2023)
RR
Hawaii
(3/22/2023)
RR
Idaho
(3/22/2023)
RR
Illinois
(3/13/2023)
RR
Indiana
(3/22/2023)
RR
Iowa
(3/22/2023)
RR
Kansas
(3/22/2023)
RR
Kentucky
(3/22/2023)
RR
Louisiana
(3/22/2023)
RR
Maine
(3/22/2023)
RR
Maryland
(3/22/2023)
RR
Massachusetts
(3/22/2023)
RR
Michigan
(3/22/2023)
RR
Minnesota
(3/22/2023)
RR
Mississippi
(3/22/2023)
RR
Missouri
(3/13/2023)
RR
Montana
(3/22/2023)
RR
Nebraska
(3/22/2023)
RR
Nevada
(3/22/2023)
RR
New Hampshire
(3/22/2023)
RR
New Jersey
(3/22/2023)
RR
New Mexico
(3/22/2023)
RR
New York
(3/22/2023)
RR
North Carolina
(3/22/2023)
RR
North Dakota
(3/22/2023)
RR
Ohio
(3/22/2023)
RR
Oklahoma
(3/22/2023)
RR
Oregon
(3/22/2023)
RR
Pennsylvania
(3/22/2023)
RR
Puerto Rico
(3/22/2023)
RR
Rhode Island
(3/22/2023)
RR
South Carolina
(3/22/2023)
RR
South Dakota
(3/22/2023)
RR
Tennessee
(3/22/2023)
RR
Texas
(3/22/2023)
RR
Utah
(3/22/2023)
RR
Vermont
(3/22/2023)
RR
Virgin Islands
(3/22/2023)
RR
Virginia
(3/22/2023)
RR
Washington
(3/22/2023)
RR
West Virginia
(3/22/2023)
RR
Wisconsin
(3/22/2023)
RR
Wyoming
(3/22/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/5/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm


FB
FIDELITY BROKERAGE SERVICES LLC
FIDELITY BROKERAGE SERVICES LLC | FIDELITY BROKERAGE SERVICES, LLC | FIDELITY BROKERAGE SERVICES, INC.

CRD#: 7784 / SEC#: , 8-23292

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
900 Salem Street, Smithfield, RI 02917
Mailing Address
Two Destiny Way Mail Zone: Wg3d, Westlake, TX 76262
Phone number
(617) 563-7000
Established
Delaware since 06/08/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.MEMBER
BRANDNER, CLINT RYANCHIEF OPERATIONS OFFICER7209362
CENATIEMPO, PHILIP JHEAD OF STRATEGY, PLANNING & ADVICE4809405
DYER, JANET MARIECO - CHIEF COMPLIANCE OFFICER3186352
MAHNA, ROHITHEAD OF CLIENT GROWTH4078386
MASCIALINO, ROBERT RAYMONDPRESIDENT/CEO/DIRECTOR2078086
MCLAUGHLIN, KEVIN MICHAELCHIEF FINANCIAL OFFICER5392417
MERKEN, GAIL RACHELCHIEF COMPLIANCE OFFICER5546717
PETERSON, PAUL DAVIDHEAD OF INVESTMENT ADVISOR GROUP2387115
STURDY, CHARLES HANCOCKSECRETARY AND GENERAL COUNSEL

Disclosures


Regulatory Event23
Arbitration124

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784Covington, KY 41015

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