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L - R: Brendan Foley, Lorna Calder, Christopher Foley
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As your Financial Advisors, we will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, we will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. We look forward to serving your long-term investment needs. Please feel free to call us at any time.
- For updated market commentary, please click on the Special Reports link on the left and choose the Equity Markets Daily.
- We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
- Smith Barney was recently awarded a coveted spot on BusinessWeek’s 2008 list of “Customer Service Champs”. See Special Reports for the details.
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Business Experience
2000 - Present: Smith Barney
- First Vice President - Wealth Management
Financial Planning Specialist
New Brunswick, NJ
- 1992 - 2000: H & R Block Financial Advisors
Branch Manager / Registered Representative
Summit, NJ
- 1991 - 1992: Shearson Lehman Brothers
Financial Advisor Assistant
Toledo, OH
Education and Licensing
- Bowling Green State University
Bachelor of Science - Business Admin., 1992
Bowling Green, OH
- Financial Planning Specialist Designation
- Series 7 - General Securities Representative
- Series 8 - General Securities Sales Supervisor
- Series 24 - General Securities Principal
- Series 31 - Managed Futures & Commodities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
Associations
- National Police Defense Foundation
(NPDF) Associate Member
Morganville, NJ
- Fraternal Order of Police, Lodge 62
Rutgers University Police Dept. (RUPD)
FOP Associate Member
New Brunswick, NJ
Brendan L. Foley, CRPS® is licensed in the following state(s): AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MI, NC, ND, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WA, WI
- Business Experience Over 15 Years of Experience as a Financial Advisor at Smith Barney
- Founding Partner of The Foley Group at Smith Barney
- 1992 - Present: Smith Barney*
Second Vice President - Wealth Management
Financial Advisor
New Brunswick, NJ
- 2000 - 2002: Smith Barney, Inc.
Structured Products Coordinator
New Brunswick, NJ
- 1993: Smith Barney, Inc.
Investment Products & Strategy Training
Corporate Headquarters
New York, NY
- 1988 - 1992: Jersey Petroleum Company
Sales & Marketing Manager
Middlesex, NJEducation and Licensing
- Bowling Green State University
Bachelor of Arts, 1988
Bowling Green, OH
- AAMS® Professional Designation
Accredited Asset Management Specialist®
College for Financial Planning, 2005
- Guided Portfolio Manager Certified (GPM) Smith Barney, Inc. - Wilmington, DE
- Business Practice Management Program (BPM) Smith Barney, Inc. - Philadelphia, PA
- Citigroup Alternative Investments University (CAIU) Smith Barney, Inc. - Red Bank, NJ
- Series 7 - General Securities Representative
Christopher L. Foley, CRPS® is licensed in the following state(s): AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MI, NC, ND, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WA, WI
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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