Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Lynch is a financial advisor with over 10 years of experience in the industry. Brendan has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since December 2022. Prior to that, Brendan was with Morgan Stanley and UBS Financial Services Inc. Brendan holds Series 66, Series 7, and SIE licenses and is registered in 33 states. Brendan specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Brendan 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
12/01/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTLAKE VILLAGE CA)
CA
07/22/2015 - 12/13/2022
MORGAN STANLEY (Sherman Oaks CA)
CA
03/04/2013 - 06/30/2015
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
BOTH
Issued 11/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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