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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan Malone is a financial advisor with Fisher Investments. Brennan has been working in the financial services industry since 2010. Brennan specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Brennan is also a Certified Financial Planner. Brennan is registered with the state of California and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/04/2022 - Present
Fisher Investments (PLANO TX)
CA
07/22/2010 - 07/02/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SANTA BARBARA CA)
BOTH
Issued 09/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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