Unclaimed
Brendan Corcoran is an investment advisor representative associated with Valence8. Brendan has been in the industry for 15 years and holds the Series 3, Series 63, and Series 7, and Series 65 licenses. Brendan specializes in portfolio management for businesses, individuals, and pooled investment vehicles. Prior to joining Valence8, Brendan worked for Jefferies & Company, Inc. and Partners Capital Investment Group.
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.
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.
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.
1
2
MA
06/21/2022 - Present
Valence8 (CAMBRIDGE MA)
MA
08/13/2007 - 08/05/2008
JEFFERIES & COMPANY, INC. (WALTHAM MA)
IA
Issued 12/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2023
Series 3 - National Commodity Futures Examination
BC
Issued 08/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brendan Corcoran is the right advisor for you? Invested Better is here to help.