Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Beau Shaffer is a financial professional with over 5 years of experience in the industry. Brendan currently works as a financial advisor at Morgan Stanley & Co. LLC. Brendan is also registered with Wealthpenn.comllc. Brendan holds a Series 99 and Securities Industry Essentials license. Prior to his current role, Brendan held a position at E*TRADE SECURITIES LLC.
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.
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UT
01/09/2023 - Present
Morgan Stanley & Co. LLC (South Jordan UT)
UT
07/13/2022 - 02/13/2024
E*TRADE SECURITIES LLC (South Jordan UT)
NY
02/07/2019 - 06/21/2021
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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