Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Breda? Claim Your ProfileBreda McGovern-kelleher is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in STAMFORD, CT. Breda has over 25 years of experience in the financial services industry. Breda is registered with FINRA and holds the Series 7 and Series 63 licenses. Breda also holds the SIE exam.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
03/13/2024 - Present
Wells Fargo Advisors Financial Network, LLC (STAMFORD CT)
CT
02/10/2010 - 03/13/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENWICH CT)
NY
04/13/2009 - 05/20/2009
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
11/29/2004 - 03/27/2009
SPENCER CLARKE LLC (NEW YORK NY)
NY
05/13/2003 - 01/24/2005
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
04/17/2000 - 06/19/2002
TRIAD SECURITIES CORP (NEW YORK NY)
NY
10/10/1994 - 05/29/1998
LEE SAGER JR. INC. (NEW YORK NY)
BC
Issued 10/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Breda McGovern-kelleher is the right advisor for you? Invested Better is here to help.
