Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Donlevy is an investment advisor representative with Wealth Management Group, LLC. Brendan has been working in the financial services industry since 2018. Brendan has a Series 7TO, SIE, and Series 66 license and works with individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
11/01/2024 - Present
Wealth Management Group, LLC (South Barrington IL)
IL
01/19/2023 - 08/23/2024
TRIAD ADVISORS LLC (South Barrington IL)
BOTH
Issued 11/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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