Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Kernkamp Leavey is an investment advisor representative with over 30 years of experience in the financial services industry. Brendan is registered with Osaic Wealth, Inc. and provides financial planning, investment management services for individuals and businesses, and educational seminars. Brendan's prior experience includes time with firms such as Janney Montgomery Scott LLC, UBS Paine Webber Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Smith Barney, Harris Upham & Co., Incorporated. Brendan is also a Certified Financial Planner.
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.
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.
1
2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
02/06/2003 - 07/30/2009
JANNEY MONTGOMERY SCOTT LLC (SARATOGA SPRINGS NY)
NJ
10/15/1993 - 02/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/23/1991 - 05/12/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/10/1991 - 09/06/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/30/1989 - 04/02/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NY
04/14/1988 - 04/02/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
03/03/1987 - 03/24/1988
DILLON, READ & CO. INC.
NA
05/18/1981 - 03/16/1987
GOLDMAN, SACHS & CO.
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1992
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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