Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Diette is a registered representative with Global Retirement Partners LLC. Brendan has been in the financial services industry since May 2007 and has worked at both Northwestern Mutual Investment Services, LLC and LPL Financial, LLC. Brendan is licensed in several states including California, Texas, Arizona, Colorado, Florida, Illinois, Iowa, Kansas, Maryland, Massachusetts, Montana, Nevada, New York, Oregon, Utah, Washington, and Wisconsin. Brendan also holds Series 6, 63, 26 and 65 licenses and has a SIE designation. Brendan can provide various financial services including portfolio management, financial planning and selection of other advisors.
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.
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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CA
09/01/2022 - Present
Global Retirement Partners LLC (Long Beach CA)
CA
05/14/2007 - 07/20/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Long Beach CA)
IA
Issued 09/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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