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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 Lewis Bennett is an investment advisor representative with Raymond James & Associates, Inc. located in Battle Creek, Michigan. Brennan Lewis Bennett has been in the securities industry since August 13, 2010. Brennan Lewis Bennett is registered with FINRA as a Registered Representative and is also a Registered Investment Advisor in Michigan and Texas. J.J.B HILLIARD, W.L. LYONS, LLC, Brennan Lewis Bennett's previous employer, was inactive in both the broker-dealer and investment advisory business. Brennan Lewis Bennett has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Brennan Lewis Bennett is a partner in Shock and Awe Fireworks and devotes 2-10 hours per month to this business.
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
MI
06/12/2012 - Present
Raymond James & Associates, Inc. (Battle Creek MI)
MI
08/13/2010 - 06/21/2012
J.J.B HILLIARD, W.L. LYONS, LLC (BATTLE CREEK MI)
BOTH
Issued 09/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative 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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