Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan O'Kelly is an Investment Advisor Representative with LPL Financial LLC in Pittsford, NY. Brendan has been in the industry since 2002 and has a strong background in securities and investment advisory services. Brendan holds the Series 7, Series 31, and Series 66 licenses, as well as the SIE exam. Brendan is also a Certified Financial Planner. Brendan previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY DW INC. Brendan is registered to provide advisory services in Colorado, Florida, New York, North Carolina, Ohio, Oregon, South Carolina and Virginia.
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.
Consulting and other non-discretionary advisory services
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
NY
10/16/2018 - Present
LPL Financial LLC (PITTSFORD NY)
NY
05/13/2005 - 12/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
NY
05/24/2002 - 05/16/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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