Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Foley is a financial advisor with over 29 years of experience in the industry. Brendan has been registered with Wells Fargo Advisors Financial Network, LLC since 2009. Previously, Brendan worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Brendan holds multiple licenses and certifications, including Series 7, 8, 9, 10, 24, 31, 63, and 65. Brendan offers a variety of financial services, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
NJ
08/21/2009 - Present
Wells Fargo Advisors Financial Network, LLC (CRANBURY NJ)
NJ
06/01/2009 - 09/14/2009
MORGAN STANLEY SMITH BARNEY (NEW BRUNSWICK NJ)
NJ
09/19/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW BRUNSWICK NJ)
MI
02/05/1993 - 09/27/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 04/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/24/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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