Brendan Summary (CRD# 5095041) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Poughkeepsie, NY and has over 14 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab And Company, Inc. | St. Louis, MO | Dec 2021 - Current | 2 |
Scottrade, Inc. | Des Peres, MO | Feb 2008 - Dec 2021 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2009 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- MO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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