Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan W. Halick is a financial advisor at Ameritas Advisory Services, LLC, a firm with a focus on providing comprehensive financial planning and investment management services. Brendan has a proven track record in the financial services industry, holding a Series 6, 7, 63 and 66 licenses. Brendan has experience in providing financial guidance to a range of clients, including individuals, families, businesses, and retirement plans. Brendan is committed to understanding the unique needs of each client and providing customized solutions that help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
03/01/2024 - Present
Ameritas Advisory Services, LLC (SAN RAMON CA)
CA
01/02/2019 - 06/14/2022
HSBC SECURITIES (USA) INC. (SAN FRANCISCO CA)
CA
10/03/2017 - 01/17/2018
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
CA
08/05/2016 - 09/21/2017
FORESTERS FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
BOTH
Issued 07/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brendan Halick is the right advisor for you? Invested Better is here to help.
