Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Dunleavy is an Executive Director of Financial Planning at Osaic Wealth, Inc. Brendan has been in the financial services industry since 1996 and has a broad range of experience in financial planning, investment management, and insurance. Brendan has held the Series 6, 7, 63, and 65 licenses, and is licensed in over 25 states. Brendan is a member of the board of directors for a charitable organization and the Irish Network Detroit. Brendan's focus is on providing financial advice to individuals, families, and businesses.
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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MI
01/10/2019 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
07/06/2004 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
CT
02/21/1996 - 06/22/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 11/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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