Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Michael Birdsey is a financial advisor who has been in the industry since October 1997. Brendan is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since July 2006. Brendan has a wide range of experience in the financial services industry, including experience with Morgan Stanley DW Inc. Brendan is licensed to offer investment advice in a variety of states, including Connecticut, California, Florida, Massachusetts, New York, North Carolina, Texas, and more. Brendan has the Series 7, Series 31, Series 63, and Series 65 securities licenses, and has also passed the SIE exam.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
07/13/2006 - Present
Wells Fargo Clearing Services, LLC (NEW HAVEN CT)
CT
10/21/1997 - 07/05/2006
MORGAN STANLEY DW INC. (MADISON CT)
IA
Issued 11/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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