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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 Reinert is an investment advisor representative with Fidelity Personal And Workplace Advisors. Brennan has been in the financial services industry since 2005. Brennan is registered with the state of Texas and Colorado. Brennan is also a licensed securities professional and is FINRA registered. In addition to his investment advisory services, Brennan also offers financial planning and educational seminars.
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.
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.
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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2
CO
01/24/2023 - Present
Fidelity Personal AND Workplace Advisors (CENTENNIAL CO)
CO
09/01/2020 - 08/05/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
10/10/2013 - 07/29/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
03/09/2006 - 09/16/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
12/05/2005 - 03/01/2006
U.S. BANCORP INVESTMENTS, INC. (LOVELAND CO)
BOTH
Issued 01/06/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/17/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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