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Brian Vendig is an investment advisor representative with MJP Wealth Advisors, with offices in Farmington, Connecticut. Brian has been in the financial industry since 2011 and holds the Series 7, 24, 51, 63, and 65 licenses, as well as the SIE. Brian is registered to provide investment advice in 21 states, including Connecticut, Texas, California, and Florida. Brian has experience providing investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mjp online advisor service
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
CT
06/13/2016 - Present
MJP Wealth Advisors (FARMINGTON CT)
CT
12/05/2011 - 04/04/2018
ROYAL ALLIANCE ASSOCIATES, INC. (FARMINGTON CT)
BC
Issued 12/29/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/03/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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