Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan James Trossen is a financial advisor with over 18 years of experience in the industry. Brendan has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2008. Before joining Merrill Lynch, Brendan worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Brendan holds the Series 7, Series 66, and SIE licenses. Brendan is registered with the state of Arizona, California, Illinois, Maryland, Michigan, Nevada, New Jersey, New Mexico, Ohio, Oregon, Texas, Utah, Virginia and Washington. Brendan specializes in providing financial advice to individuals, corporations, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
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
AZ
10/09/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PHOENIX AZ)
AZ
10/13/2004 - 03/20/2008
AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)
MN
10/13/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2004
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
Not sure Brendan Trossen is the right advisor for you? Invested Better is here to help.
