Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Hughes is a financial advisor with Corient and has over 8 years of experience in the financial services industry. Brendan holds the Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Brendan is also registered with the state of New Jersey and Texas. Prior to joining Corient, Brendan was a financial advisor with LPL Financial LLC and Northwestern Mutual Investment Services, LLC. Brendan has a strong track record of helping clients 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NJ
11/21/2023 - Present
Corient (MORRISTOWN NJ)
NJ
02/25/2015 - 05/22/2017
LPL FINANCIAL LLC (FAIRFIELD NJ)
NJ
05/17/2014 - 03/04/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
BOTH
Issued 11/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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