Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendon? Claim Your ProfileBrendon Walsh is a financial advisor with over 12 years of experience in the industry. Brendon has a variety of experience in the financial services industry, having worked at firms such as MetLife Securities Inc., Sagepoint Financial Inc., Merrill Lynch, and Northwestern Mutual Investment Services, LLC. Brendon currently works at MML Investors Services, LLC, and has been registered as an Investment Advisor Representative in Florida. Brendon is licensed to provide investment advice and is committed to helping clients 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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
02/13/2024 - Present
MML Investors Services, LLC (FT LAUDERDALE FL)
FL
12/20/2017 - 12/06/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST PALM BCH FL)
FL
09/08/2016 - 11/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STUART FL)
AZ
03/11/2015 - 07/21/2016
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
FL
12/06/2011 - 02/09/2015
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
BOTH
Issued 12/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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