Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Gilmore is an investment advisor representative who has been in the industry since 2009. Brendan has experience with both securities and investment advisory services. Brendan is currently registered with Almanack Investment Partners, LLC. Brendan previously worked with Innovation Partners LLC, Mercap Securities, LLC, and Wells Fargo Advisors, LLC. Brendan is a Series 66, Series 7 and SIE licensed professional. Brendan's specializations include providing financial planning, pension consulting, and educational seminars.
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.
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2
PA
11/04/2020 - Present
Almanack Investment Partners (WAYNE PA)
NC
11/12/2020 - 03/30/2023
INNOVATION PARTNERS LLC (CHARLOTTE NC)
PA
01/25/2012 - 11/06/2020
MERCAP SECURITIES, LLC (PAOLI PA)
PA
04/07/2009 - 12/31/2009
WELLS FARGO ADVISORS, LLC (BRYN MAWR PA)
BOTH
Issued 05/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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