Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Sheehan is a financial advisor who has been in the industry since 2001. Brendan is a registered representative of LPL Financial LLC. Brendan's office is located in Burlington, Massachusetts. He provides financial planning services to individuals and businesses. Brendan also holds certifications such as Certified Financial Planner. Brendan is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Maine, Massachusetts, Montana, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, Utah, Vermont, Virginia.
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.
Consulting and other non-discretionary advisory services
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
MA
11/29/2017 - Present
LPL Financial LLC (BURLINGTON MA)
MA
08/09/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (WESTBOROUGH MA)
MA
07/16/2008 - 08/20/2013
AMERIPRISE FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
MA
03/21/2007 - 05/22/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BRAINTREE MA)
MA
07/18/2003 - 03/28/2007
FFP SECURITIES, INC. (HYANNIS MA)
MA
09/20/2001 - 07/18/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
BOTH
Issued 10/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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