Unclaimed
Donald Brennick has over 30 years of experience in the financial services industry. Donald is currently registered with Citigroup Global Markets Inc. as a Registered Representative and Investment Advisor Representative. Donald is also licensed in 53 states and has held Series 7, 9, 10, 63 and SIE licenses. Prior to joining Citigroup Global Markets Inc. Donald has worked at Dean Witter Reynolds Inc., R. G. Dickinson & Co. and LaSalle St Securities, L.L.C. Donald is a highly experienced advisor who specializes in asset allocation advice, financial planning, pension consulting and publication of periodicals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
12/04/1997 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
09/07/1990 - 05/12/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
03/12/1990 - 08/24/1990
R. G. DICKINSON & CO. (DES MOINES IA)
IL
10/22/1987 - 06/20/1990
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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