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. McGillick is a financial advisor with Edelman Financial Engines in COSTA MESA, CA. Brendan has been working in the financial industry since 2002. Brendan has been registered with the state of California since 2018 and the state of Texas since 2021. Prior to working with Edelman Financial Engines, Brendan worked with EF Legacy Securities, LLC, Sanders Morris Harris LLC, TD Ameritrade, Inc., and Fidelity Brokerage Services LLC.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CA
02/08/2021 - Present
Edelman Financial Engines (COSTA MESA CA)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WALNUT CREEK CA)
CA
08/18/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (WALNUT CREEK CA)
CA
04/08/2010 - 07/18/2011
TD AMERITRADE, INC. (SANTA MONICA CA)
CA
11/17/2003 - 02/21/2009
FIDELITY BROKERAGE SERVICES LLC (SANTA MONICA CA)
RI
06/26/2002 - 11/17/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 07/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Brendan McGillick is the right advisor for you? Invested Better is here to help.
