Unclaimed
Brendan Kammerer is a financial advisor at Wells Fargo Clearing Services, LLC. Brendan has been in the industry for 30 years and has been registered with FINRA since 1988. Brendan is a registered representative in nine states, including Massachusetts, New York, New Jersey, Florida and Virginia. Brendan's previous experience includes positions at Credit Suisse Securities (USA) LLC, Corby Capital Markets, Inc., PaineWebber Incorporated and Kidder, Peabody & Co. Incorporated. Brendan holds the Series 7, Series 63 and SIE licenses and is currently active in the securities industry.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MA
01/12/2016 - Present
Wells Fargo Clearing Services, LLC (BOSTON MA)
MA
05/29/2013 - 02/09/2016
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
MA
02/09/2001 - 05/28/2013
CORBY CAPITAL MARKETS, INC. (BOSTON MA)
NJ
01/28/1995 - 08/09/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/19/1992 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
12/21/1989 - 06/19/1990
BANCBOSTON SECURITIES INC.
BC
Issued 01/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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