Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Patrick Keeney is an active investment advisor representative who has been in the industry since June 2020. Brendan is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as an Investment Advisor Representative in New Jersey, Pennsylvania and Texas. Brendan has passed several exams including Series 66, Series 10, Series 9, Series 7TO and the SIE. Brendan has a background in finance and has worked in several roles before joining Merrill Lynch.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
08/19/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Yardley PA)
BOTH
Issued 07/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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