Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Whitmore Yester is an investment advisor representative registered with LRI Investments. Brendan has been in the industry since May 25, 2010. Brendan is licensed in Connecticut and Florida. Brendan has been affiliated with LRI Investments since April 3, 2024. Prior to that Brendan worked at 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
04/03/2024 - Present
LRI Investments (PALM BEACH GARDENS FL)
CT
05/25/2010 - 02/23/2021
LPL FINANCIAL LLC (GLASTONBURY CT)
BOTH
Issued 10/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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