Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Robert Dick is a financial advisor with Raymond James Financial Services Advisors, Inc. Brendan has been in the financial industry since July 2017. Brendan specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Brendan holds Series 66, Series 7, and SIE licenses, and is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Brendan is also registered as an investment advisor representative in 16 states, including North Dakota, Texas, Alabama, Arizona, Colorado, Minnesota, Montana, Nebraska, Oregon, Rhode Island, Tennessee, Vermont, Washington, and Wisconsin.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ND
05/14/2024 - Present
Raymond James Financial Services Advisors, Inc. (MINOT ND)
BOTH
Issued 12/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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