Unclaimed
Brennan Binder is a financial advisor at Raymond James & Associates, Inc. Brennan has a Series 63 license and has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Brennan has been in the financial services industry since 2023. Before joining Raymond James & Associates, Inc., Brennan worked at NYLIFE Securities LLC and Fidelity Brokerage Services 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
07/11/2024 - Present
Raymond James & Associates, Inc. (Frisco TX)
TX
02/23/2024 - 07/12/2024
NYLIFE SECURITIES LLC (IRVING TX)
TX
11/22/2023 - 01/04/2024
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 04/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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