Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Kelly is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Brendan has been in the financial services industry since 2011. Brendan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 24 and Series 66 licenses. Brendan has previously worked at Robinhood Financial, LLC and TD Ameritrade, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
09/04/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
FL
02/10/2022 - 06/30/2023
ROBINHOOD FINANCIAL, LLC (LAKE MARY FL)
NE
06/07/2010 - 02/02/2022
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 06/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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