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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan McDonald is a financial advisor with Fidelity Personal And Workplace Advisors in Greenwood Village, CO. Brendan has been in the financial services industry since 1994. Brendan provides financial planning, educational seminars, and portfolio management for individuals and businesses. Brendan is registered with FINRA and the state of Colorado.
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.
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.
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2
CO
08/26/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
ME
01/06/2021 - 05/18/2021
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
OH
11/24/2014 - 02/01/2018
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
NC
01/04/2010 - 11/03/2014
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
06/22/2007 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NJ
08/26/2005 - 06/13/2007
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
05/28/2004 - 06/03/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
06/02/2003 - 09/16/2003
ARROW INVESTMENTS, INC. (RYE BROOK NY)
NY
01/20/1998 - 09/06/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
TN
10/25/1993 - 01/01/1998
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
NY
03/09/1992 - 12/02/1993
HANOVER, STERLING & COMPANY LTD. (NEW YORK NY)
NY
09/29/1992 - 01/05/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
03/30/1992 - 09/29/1992
GKN SECURITIES CORP. (NEW YORK NY)
BC
Issued 01/02/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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