Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Richard Toomey is a financial advisor who has been in the industry since 1991. Brendan is a registered representative with Toomey Investment Management, Inc. and holds a Series 6, 7, 26, and 63 licenses. Brendan is also a Certified Financial Planner. Brendan has experience providing financial advice to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brendan is committed to providing personalized financial advice and helping clients 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.
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
CT
10/23/2019 - Present
Toomey Investment Management, Inc. (WALLINGFORD CT)
CT
06/27/1995 - 12/31/2010
CADARET, GRANT & CO., INC. (WALLINGFORD CT)
MA
11/29/1991 - 07/21/1995
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
BC
Issued 08/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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