Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Coleman is a financial advisor with Charles Schwab & CO., Inc., a firm with more than 919,000 clients and over $50 billion in assets under management. Brendan is registered to provide investment advice in 26 states and holds Series 6, 7, 63, and 65 licenses. Brendan has over 15 years of experience in the financial services industry. Brendan's previous employers include Pioneer Funds Distributor, Inc., Guardian Investor Services LLC, BlackRock Investments, Inc., and State Street Research Investment Services, Inc.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MA
01/03/2023 - Present
Charles Schwab & CO., Inc. (Quincy MA)
MA
04/06/2020 - 03/14/2022
CHARLES SCHWAB & CO., INC. (Boston MA)
MA
12/21/2012 - 05/08/2014
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
07/31/2009 - 12/06/2012
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
09/29/2006 - 01/12/2009
BLACKROCK INVESTMENTS, INC. (BOSTON MA)
MA
11/09/2005 - 09/29/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 05/27/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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