Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Lee Biruk is a financial advisor with over 20 years of experience in the financial services industry. Brendan is currently registered with LPL Financial LLC and has been with them since January 2021. Prior to that, Brendan was registered with UBS Financial Services Inc. from January 2009 to February 2021 and Merrill Lynch, Pierce, Fenner & Smith Incorporated from April 2003 to January 2009. Brendan holds the Series 7, 31, 63, and 65 licenses, as well as the SIE designation. Brendan is a Certified Financial Planner and is dedicated to providing comprehensive financial planning and investment management services to individual and institutional clients.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/21/2021 - Present
LPL Financial LLC (WASHINGTON CROSSING PA)
PA
01/16/2009 - 02/18/2021
UBS FINANCIAL SERVICES INC. (NEWTOWN PA)
PA
04/04/2003 - 01/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YARDLEY PA)
NY
01/26/1999 - 04/17/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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