Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Donaghey is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm that manages $87 billion in assets. Brendan Donaghey is registered in 12 states including California, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Vermont, and Virginia. Brendan Donaghey has been in the financial industry for over 2 years, with previous experience at Equitable Advisors, LLC. Brendan Donaghey specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
03/24/2022 - Present
Cambridge Investment Research Advisors, Inc. (Concord MA)
MA
12/09/2021 - 03/11/2022
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 02/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brendan Donaghey is the right advisor for you? Invested Better is here to help.
