Unclaimed
Breanna Marie Foley is a securities professional with over 8 years of experience in the financial industry. Breanna has held positions at several prominent firms, including Needham & Company, LLC, AllianceBernstein Investments, Inc., and Clarion Partners Securities, LLC. She currently works as a registered representative for Franklin Distributors, LLC. Breanna is licensed to sell securities in Florida and New York. She holds the Series 7, Series 16, Series 24, and Series 63 licenses.
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.
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.
1
2
NY
04/08/2022 - Present
Franklin Distributors, LLC (New York NY)
NY
03/01/2021 - 02/22/2022
BLUE OWL SECURITIES (New York NY)
NY
04/18/2018 - 02/18/2021
NEEDHAM & COMPANY, LLC (NEW YORK NY)
TN
07/11/2016 - 04/11/2018
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NY
12/16/2015 - 07/01/2016
CLARION PARTNERS SECURITIES, LLC (NEW YORK NY)
BC
Issued 02/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/17/2019
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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