Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Matthew Poe has been working in the financial services industry since June 11, 2009. Currently, Brendan is registered with Wells Fargo Securities, LLC and is licensed to sell securities in 53 states. Brendan has been a registered representative with Wells Fargo Securities, LLC since January 4, 2016. Prior to joining Wells Fargo Securities, Brendan was employed by J.P. Morgan Securities Inc. and Banc One Capital Markets, Inc. Brendan has passed Series 63, SIE, Series 79, and Series 7 exams.
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.
1
2
NY
01/04/2016 - Present
Wells Fargo Securities, LLC (New York NY)
NY
05/24/2004 - 10/30/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
03/14/2001 - 04/28/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 01/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brendan Poe is the right advisor for you? Invested Better is here to help.
