Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Majocha is a financial advisor with First Trust Advisors LP. Brendan has been a registered representative for over a year. Brendan is also a registered investment advisor. Brendan has passed the Series 7, Series 66, and SIE exams. Brendan has experience working with individual investors, high net worth individuals, investment companies, pooled investment vehicles, and corporations. Brendan's previous experience includes working for LPL Financial LLC.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
07/31/2024 - Present
First Trust Advisors LP (WHEATON IL)
PA
11/21/2023 - 08/09/2024
LPL FINANCIAL LLC (PITTSBURGH PA)
BOTH
Issued 05/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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