Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan Hostettler McKean is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Brennan works in the Marietta, OH office of Raymond James Financial Services Advisors, Inc. Brennan has been in the industry since 2022 and has 2 years of experience. Brennan is a registered representative with FINRA and is registered to offer securities in Ohio and West Virginia. Brennan is also a registered investment advisor representative in Ohio and West Virginia. Brennan holds the Series 7TO and SIE licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
03/20/2023 - Present
Raymond James Financial Services Advisors, Inc. (Marietta OH)
BOTH
Issued 09/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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