Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan McDonnell is a financial advisor with LPL Financial LLC. Brendan has been working in the financial services industry since January 14, 2020. Brendan has a Series 7TO, Series 66, and SIE license. Brendan's previous experience includes working at BlackRock Investments, LLC. Brendan specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Brendan is registered with the states of California, Florida, Illinois, New Jersey, New York, Pennsylvania, and Virginia.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IL
08/15/2024 - Present
LPL Financial LLC (DARIEN IL)
IL
09/26/2019 - 04/25/2024
BLACKROCK INVESTMENTS, LLC (CHICAGO IL)
BOTH
Issued 10/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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