Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Magee is a registered Investment Advisor Representative, associated with Inevitable Wealth Coaching. Brendan has been in the industry for over 24 years and is licensed to sell life insurance. Brendan holds Series 2, 6, 22, 63 and 65 securities licenses and has passed the Uniform Investment Adviser Law Examination and Uniform Securities Agent State Law Examination. Brendan Magee is also a licensed insurance agent and may engage in commissionable insurance or fixed annuities product sales.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Third-party money manager aum fee
1
2
PA
06/04/2024 - Present
Inevitable Wealth Coaching (NEWTOWN SQUARE PA)
IN
09/12/2000 - 04/11/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
09/14/1998 - 08/24/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MD
12/10/1997 - 07/20/1998
THE ADVISORS GROUP, INC. (BETHESDA MD)
GA
09/06/1996 - 12/10/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
08/24/1995 - 09/05/1996
FFP SECURITIES, INC. (CHESTERFIELD MO)
IN
09/14/1994 - 08/26/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NY
10/02/1990 - 09/14/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
06/29/1989 - 10/17/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/29/1989 - 10/17/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/31/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 06/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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