Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan McPoyle is a Partner and Wealth Manager at Princeton Global Asset Management LLC. Brendan is a CERTIFIED FINANCIAL PLANNER™ professional. Brendan has over 20 years of experience in the financial services industry. Brendan has a broad range of experience in providing investment management and financial planning services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
PA
06/10/2019 - Present
Princeton Global Asset Management LLC (Havertown PA)
GA
11/30/2017 - 09/01/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
DE
10/04/2013 - 11/30/2017
COASTAL EQUITIES, INC. (WILMINGTON DE)
DE
04/25/2006 - 10/03/2013
CENTAURUS FINANCIAL, INC. (WILMINGTON DE)
PA
07/02/2003 - 04/21/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (KING OF PRUSSIA PA)
CT
03/12/2002 - 05/06/2003
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
PA
02/05/2001 - 11/20/2001
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BOTH
Issued 10/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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