Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan R. Goodwin is a financial advisor with Fidelity Personal And Workplace Advisors. Brendan has been in the financial services industry since 2016. Brendan holds Series 7, 63, and 66 securities licenses. Brendan also holds a Securities Industry Essentials (SIE) certification. Brendan provides financial planning, educational seminars, and portfolio management services to individuals and businesses. Brendan has experience working with clients at firms including UBS Financial Services Inc., Morgan Stanley, and Robinhood Financial, LLC.
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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2
AZ
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (PEORIA AZ)
AZ
11/16/2023 - 07/24/2024
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
AZ
11/03/2022 - 08/14/2023
MORGAN STANLEY (Tempe AZ)
AZ
02/04/2021 - 08/05/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
10/29/2020 - 12/16/2020
EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)
AZ
06/15/2016 - 09/01/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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