Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Dunuwila is a financial advisor with Commonwealth Financial Network. Brendan is based in Fayetteville, NY and has over 13 years of experience in the financial services industry. Brendan has a strong track record of providing personalized financial advice to individuals, families, and businesses. Brendan holds a Series 7, Series 66 and Series 24 license. Brendan also holds the Certified Financial Planner designation. Brendan is committed to providing clients with the highest quality financial advice and helping them achieve their financial goals.
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.
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2
NY
03/17/2022 - Present
Commonwealth Financial Network (Fayetteville NY)
NY
02/15/2013 - 03/22/2022
VOYA FINANCIAL ADVISORS, INC. (FAYETTEVILLE NY)
PA
04/01/2010 - 12/12/2012
LINCOLN INVESTMENT (WYNCOTE PA)
NY
09/15/2009 - 03/09/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/27/2007 - 06/20/2008
ING FINANCIAL ADVISERS, LLC (FAYETTEVILLE NY)
BOTH
Issued 09/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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