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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Finneran is an Investment Advisor Representative at Steelpeak Wealth, LLC. Brendan has over 13 years of experience in the financial services industry. Brendan is licensed in California and holds the Series 6, Series 65, and SIE licenses. Brendan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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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CA
05/28/2021 - Present
Steelpeak Wealth, LLC (WOODLAND HILLS CA)
IA
Issued 12/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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