Unclaimed
Brendan Harrington is a financial advisor with Fidelity Personal And Workplace Advisors. Brendan has been in the financial services industry since 2019. Brendan has a Series 66 license as well as a Series 7TO and a Series 9 and 10. Brendan holds the Certified Financial Planner designation and has worked in previous roles at Putnam Investments and Greg Carter's European Hockey School. Brendan has a strong focus on individuals, high net worth individuals, corporations, and charitable organizations and works to provide financial planning, education, and portfolio management services to these clients.
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.
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.
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NH
06/26/2019 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 06/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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