Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Carey is a financial advisor with over 14 years of experience in the industry. Brendan is currently registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in several states, including Florida, New Jersey, New York, North Carolina, Pennsylvania, Vermont, and Virginia. Brendan has a broad range of experience working with individuals, families, businesses, and institutional clients. Brendan offers a variety of financial services, including financial planning, asset allocation, portfolio management, and educational seminars.
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.
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.
Asset allocation services
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
NY
12/15/2023 - Present
Ameriprise Financial Services, LLC (Huntington NY)
NY
10/16/2020 - 12/15/2023
CETERA INVESTMENT SERVICES LLC (WESTBURY NY)
NY
08/04/2020 - 10/13/2020
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
08/02/2019 - 08/11/2020
EQUITABLE ADVISORS, LLC (WOODBURY NY)
NY
10/01/2012 - 08/14/2019
J.P. MORGAN SECURITIES LLC (GARDEN CITY NY)
NY
10/22/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GARDEN CITY NY)
NY
11/30/2009 - 06/29/2010
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
07/15/2009 - 10/07/2009
E1 ASSET MANAGEMENT, INC. (NEW YORK NY)
BOTH
Issued 09/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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