Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Gates Stringer is an investment advisor representative who has been in the industry since 2015. Brendan has a background in financial planning and portfolio management. Brendan is currently registered with Beacon Pointe Advisors, LLC in Greensboro, North Carolina. Brendan has a strong understanding of the financial markets and can provide guidance to individuals and families on a variety of financial matters. Brendan is also a certified financial planner.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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2
NC
01/30/2023 - Present
Beacon Pointe Advisors, LLC (GREENSBORO NC)
VA
07/27/2018 - 09/28/2018
COMMONWEALTH FINANCIAL NETWORK (ARLINGTON VA)
CO
01/31/2017 - 06/20/2018
AMERIPRISE FINANCIAL SERVICES, INC. (THORNTON CO)
CO
06/04/2015 - 10/19/2016
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
BOTH
Issued 07/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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