Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Christopher McBrien is a financial advisor in Melville, NY who has been in the financial services industry since October 7, 1993. Brendan is currently registered with Wells Fargo Advisors Financial Network, LLC. Brendan has previously been registered with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Essex National Securities, Inc., and Compass Investment Services Corp. Brendan has a wide range of experience and holds a number of licenses and certifications. Brendan is a registered investment advisor and holds the Series 31, Series 6, Series 63 and Series 7 licenses. Brendan has a strong commitment to helping clients achieve their financial goals.
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.
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2
NY
04/07/2021 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NJ
09/01/2000 - 10/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/22/1999 - 09/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
10/01/1998 - 03/29/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
09/30/1993 - 09/22/1998
COMPASS INVESTMENT SERVICES CORP. (MELVILLE NY)
IA
Issued 07/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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