Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan Purdy is a financial advisor with over 25 years of experience in the financial industry. He is currently registered as a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. in Bethel, CT. Brennan holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Before joining State Farm Investment Management Corp. in 2018, Brennan worked at several other firms, including Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., State Farm VP Management Corp., and Allstate Financial Services, LLC. Brennan is also the owner and agent of Brennan Purdy's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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CT
09/17/2024 - Present
State Farm Investment Management Corp. (Bethel CT)
CT
12/01/2005 - 06/28/2007
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
07/08/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IL
01/09/2004 - 04/20/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NE
08/20/2002 - 12/03/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
03/07/2001 - 02/28/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
11/21/1997 - 03/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/11/1996 - 08/12/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
06/20/1994 - 10/21/1996
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
IA
Issued 02/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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