Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Reid is a registered investment advisor representative with Associated Investment Services, Inc. Brendan has been in the industry since July 2005 and is licensed in Florida, Illinois, Indiana and Wisconsin. Brendan specializes in mutual fund wrap, financial planning, and selection of other advisors. Brendan also provides portfolio management services for individuals.
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.
Mutual fund wrap
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.
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2
WI
04/24/2008 - Present
Associated Investment Services, Inc. (GREENFIELD WI)
WI
04/02/2007 - 04/21/2008
MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)
WI
07/21/2005 - 04/02/2007
MORGAN STANLEY DW INC. (WAUWATOSA WI)
BOTH
Issued 08/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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