Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan Latham is a financial advisor in Boston, MA and has been in the industry for over 23 years. Latham is a registered representative at Morgan Stanley, where he has worked since September 2023. Previously, he was a financial advisor at E*TRADE SECURITIES LLC from January 2020 to September 2023, and at Fidelity Brokerage Services LLC from June 2003 to January 2018. Latham holds Series 7, 9, 10, and 63 licenses. Latham is registered to provide investment advice in 54 states and territories, as well as in Texas for investment advisory services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
10/06/2023 - Present
Morgan Stanley (Boston MA)
MA
01/08/2020 - 09/05/2023
E*TRADE SECURITIES LLC (Boston MA)
MA
06/26/2003 - 01/22/2018
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
TX
05/22/2000 - 01/17/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/12/1997 - 02/01/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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