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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 Thomas Conry is an investment advisor representative with Commonwealth Financial Network. Brendan has been in the securities industry for over 30 years and is registered in Connecticut and Florida. Brendan holds the Series 6, 7, 22, 24, 63, and 65 licenses as well as the SIE. Brendan is a Chartered Financial Consultant and has experience in various financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Brendan's prior experience includes work at Commonwealth Financial Network, New England Securities, and Conry Financial Services. Brendan is a member of the Certified Financial Planner Board of Standards.
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.
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.
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FL
03/15/2022 - Present
Commonwealth Financial Network (Marco Island FL)
CT
01/05/1993 - 12/01/2022
COMMONWEALTH FINANCIAL NETWORK (KENSINGTON CT)
NY
04/24/1986 - 12/30/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 10/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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