Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Neary is a financial advisor with over 20 years of experience in the industry. Brendan has a strong track record of success in providing investment advice to individual investors and corporations. Brendan currently works at J.P. Morgan Securities LLC and has previously worked at Morgan Stanley & Co. LLC, Barclays Capital Inc., and Lehman Brothers Inc.. Brendan holds Series 7, Series 63, and SIE licenses and is registered to provide investment advice in all 50 states. Brendan's areas of expertise include financial planning, portfolio management, and pension consulting. Brendan has a strong commitment to providing clients with personalized investment advice and is committed to helping clients reach 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
06/02/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/03/2008 - 03/21/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
09/22/2008 - 12/10/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
12/17/2002 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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