Unclaimed
Brendan Arthur Meagher is a financial advisor who has been in the industry since 1988. Brendan is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 2002. Prior to that, Brendan worked at Robert W. Baird & Co. Incorporated from 1988 to 2002. Brendan holds licenses in several states and has a wide range of experience in the financial industry. Brendan is a licensed investment advisor and securities representative.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MD
03/08/1988 - Present
Northwestern Mutual Investment Services, LLC (BALTIMORE MD)
WI
03/08/1988 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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