Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan John Beaulieu is a financial advisor at AMG Distributors, Inc. located in Stamford, Connecticut. Brendan has been in the industry since January 24, 2018. He is licensed to sell securities in Connecticut and Massachusetts. Brendan has passed the Series 63, Series 66, Series 7 and SIE exams. Prior to joining AMG Distributors, Inc., Brendan was an advisor at Ameriprise Financial Services, LLC in Bedford, New Hampshire and Signator Investors, Inc. in Portsmouth, New Hampshire.
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.
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2
CT
05/28/2021 - Present
AMG Distributors, Inc. (STAMFORD CT)
NH
02/22/2019 - 02/15/2021
AMERIPRISE FINANCIAL SERVICES, LLC (BEDFORD NH)
NH
06/27/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (PORTSMOUTH NH)
BOTH
Issued 08/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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