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 professional with over 8 years of experience in the securities industry. Brendan has a Series 7, Series 79, Series 63, and Series SIE license. Brendan is currently registered with Blue Owl Securities and has been in this role since May 2021. Prior to that, Brendan was registered with Neuberger Berman BD LLC and Berkshire Capital Securities LLC. Brendan has experience in investment banking and has worked with a variety of clients throughout the United States.
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.
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.
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NY
05/25/2021 - Present
Blue OWL Securities (New York NY)
NY
04/13/2020 - 05/19/2021
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
09/21/2015 - 05/08/2018
BERKSHIRE CAPITAL SECURITIES LLC (NEW YORK NY)
NY
09/02/2009 - 06/28/2011
BERKSHIRE CAPITAL SECURITIES LLC (NEW YORK NY)
BC
Issued 10/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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