Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Carlyle is a registered representative with UBS Financial Services Inc. He is a California-licensed representative and joined UBS in July 2024. Brendan has been in the financial services industry since December 2024. Prior to UBS, Brendan worked at Santa Clara University, County of Santa Clara, The Home Depot, Target, Bishop Garcia Diego High School, and St. Raphael's School. Brendan holds a Series 66 license.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
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2
CA
12/09/2024 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
Active
Inactive
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