Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan McCurdy is a financial advisor with Ares Wealth Management Solutions, LLC. Brendan has been in the financial industry since July 10, 2008. Brendan is registered with FINRA and Series 7 and Series 66 licenses and holds the SIE exam certification. Prior to joining Ares Wealth Management Solutions, LLC, Brendan worked at Goldman Sachs & Co. LLC and Ameriprise Financial Services, Inc. Brendan is registered in 53 states and the District of Columbia.
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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2
CO
03/30/2022 - Present
Ares Wealth Management Solutions, LLC (DENVER CO)
NY
04/20/2009 - 07/09/2020
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
03/10/2008 - 03/09/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
06/21/2006 - 12/19/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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