Unclaimed
Brendan Behlke is a financial advisor based in OAKMONT, PA. Brendan is currently registered with Invicta Capital LLC and previously worked at CRITO CAPITAL LLC in WESTPORT, CT and CITIGROUP GLOBAL MARKETS INC. in NEW YORK, NY. Brendan has been in the financial industry since 2016.
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.
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.
1
2
PA
12/01/2023 - Present
Invicta Capital LLC (OAKMONT PA)
CT
03/22/2019 - 11/29/2023
CRITO CAPITAL LLC (WESTPORT CT)
NY
10/11/2005 - 04/07/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 03/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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