Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Burke is a financial advisor with MML Investors Services, LLC, and has been active in the industry since 1998. Brendan has a wide range of experience in the financial industry and specializes in helping individuals and families with their financial planning needs. Brendan is registered to offer investment advisory services in Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MA
04/19/2024 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
04/17/2015 - 03/29/2023
UBS FINANCIAL SERVICES INC. (BOSTON MA)
DC
01/11/2011 - 02/15/2013
MORGAN STANLEY (WASHINGTON DC)
CA
06/16/2008 - 10/06/2010
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
01/01/2007 - 12/18/2007
FIMAT USA, LLC (SAN FRANCISCO CA)
CA
07/01/2005 - 01/03/2007
FIMAT PREFERRED LLC (SAN FRANCISCO CA)
CA
07/22/1998 - 07/01/2005
PREFERREDTRADE, INC. (SAN FRANCISCO CA)
SC
09/26/1995 - 07/27/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 04/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/23/2004
Series 14 - Compliance Officer Examination
BC
Issued 08/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/1999
Series 4 - Registered Options Principal Examination
BC
Issued 07/20/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2011
Series 3 - National Commodity Futures Examination
BC
Issued 06/04/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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