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 Noonan is a financial advisor with Raymond James Financial Services Advisors, Inc. located in San Ramon, CA. Brendan is registered with the state of California and provides services for individuals, corporations, trusts, and estates. He has a strong background in the financial services industry. Brendan holds the Series 7 and 66 securities licenses, the SIE, and is a Certified Financial Planner. He is dedicated to 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.
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
CA
05/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (San Ramon CA)
CA
11/05/2012 - 05/31/2023
SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
10/31/2011 - 10/26/2012
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
BOTH
Issued 01/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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