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 Keane is a registered Investment Advisor Representative with Smithbridge Asset Management, Inc. based in Chadds Ford, PA. Brendan specializes in providing financial planning, portfolio management services, and selecting other advisors. Brendan has a Series 65 license and has been in the industry since August 2023.
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.
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.
Strategic management for diversified investment portfolios.
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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PA
12/20/2023 - Present
Smithbridge Asset Management, Inc. (CHADDS FORD PA)
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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