Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Bullett is a financial advisor with Commonwealth Financial Network. Brendan has been in the financial industry since 2002 and is registered with the state of Massachusetts. Brendan has a wide range of experience in the financial services industry, including experience with fixed insurance sales, the Mountain One Community Allocations Program, and co-owning a restaurant. Brendan is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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
02/03/2010 - Present
Commonwealth Financial Network (NORTH ADAMS MA)
MA
04/15/2008 - 06/30/2010
TRUE NORTH FINANCIAL SERVICES, INC. (NORTH ADAMS MA)
MA
06/28/2006 - 04/01/2008
COMMONWEALTH FINANCIAL NETWORK (FRAMINGHAM MA)
MA
05/09/2002 - 06/12/2006
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BOTH
Issued 04/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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