Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan M. Kerr is a financial advisor associated with Charles Schwab Investment Management, Inc. Brendan has been working in the financial services industry since December 2010 and is registered as an Investment Advisor Representative in Florida. Brendan has a Series 65 license and is a Chartered Financial Analyst. Brendan specializes in working with High-Net-Worth Individuals, Pension and Profit Sharing Plans, and Individuals Other Than High-Net-Worth 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.
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.
Strategic management for diversified investment portfolios.
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.
Costs
1
2
CA
07/17/2020 - Present
Charles Schwab Investment Management, Inc. (SAN FRANCISCO CA)
IA
Issued 11/23/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Brendan Kerr is the right advisor for you? Invested Better is here to help.
