Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Hurley is a financial advisor with Raymond James & Associates, Inc. based in Boston, MA. Brendan has been in the industry since 2007 and specializes in financial planning, portfolio management, and pension consulting. Brendan is a registered representative with FINRA and is also registered to provide investment advisory services in Texas. Brendan has experience working with various client types, including high-net-worth individuals, corporations, and pension plans.
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.
Please see note in schedule d - miscellaneous
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
MA
08/09/2017 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
07/29/2014 - 07/31/2017
MORGAN STANLEY (BOSTON MA)
NY
10/06/2011 - 07/08/2014
PAPAMARKOU WELLNER & CO., INC. (NEW YORK NY)
NY
11/08/2007 - 10/03/2011
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
NY
05/31/2005 - 06/30/2005
MIDWOOD SECURITIES, INC. (NEW YORK NY)
BC
Issued 11/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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