Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Bakst is a financial advisor with Equitable Advisors, LLC, working out of the New York, NY branch. Brendan has been in the financial services industry since 2016 and has a proven track record of helping clients achieve their financial goals. Brendan is committed to providing personalized financial advice that meets the unique needs of each client. Brendan specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Brendan is licensed to provide financial advice in Colorado, Florida, Massachusetts, New Jersey, New York and 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.
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.
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NY
06/29/2024 - Present
Equitable Advisors, LLC (NEW YORK NY)
CT
05/26/2016 - 10/04/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)
BC
Issued 03/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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