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BB

Brendan Beagan

WORLD INVESTMENTS
Middletown, NJ 07748
Some features on this profile are disabled
CRD#: 7246154
BB

Professional summary

Brendan Beagan is a registered financial professional currently at WORLD INVESTMENTS, LLC located in Middletown, New Jersey.

Brendan is registered as a RR (Registered Representative) and started their career in finance in 2025. Brendan has worked at 1 firm and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brendan Beagan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 22, 2025 - Present

WORLD INVESTMENTS, LLC

Office #1: 1715 Highway 35 Suite 103, Middletown, NJ 07748
BD
CRD#: 20626
Middletown, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 8/18/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/3/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WI
WORLD INVESTMENTS, LLC
COLTS NECK WHY T&T SECURITIES, INC. | WORLD INVESTMENTS, LLC | WORLD INVESTMENTS, INC. | WORLD ADVISORY SERVICES | TFS WEALTH MANAGEMENT | TFS SECURITIES, INC. | TFS POTFOLIO ADVISORY SERVICES | TFS PORTFOLIO ADVISORY SERVICES,DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES, A DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES | TFS ADVISORY SERVICES | NASD SPELLING ERROR - POTFOLIO SHOULD BE PORTFOLIO | INNOVATIVE MARKET TRENDS | FREEMAN & VANNAUKER | FFP WEALTH MANAGEMENT

CRD#: 20626 / SEC#: 801-56426, 8-38377

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
437 Newman Springs Road, Lincroft, NJ 07738
Mailing Address
437 Newman Springs Road, Lincroft, NJ 07738
Phone number
(732) 758-9300
Established
New Jersey since 09/30/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
217

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WORLD ADVISORY SERVICES ADV PART 2 FIRM BROCHURE 2025 (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
WIA CORPORATE BUYER, LLCSHAREHOLDER
CARTER, ANA ROUMENOVAFINOP4424794
CURLEY, JONATHAN EPRESIDENT827148
TOOLE, BARRY PCCO3142901

Regulatory assets under management

Total Number of Accounts4,697
AUM (Assets Under Management)$ 1,734,780,346

Disclosures

Regulatory Event3
Arbitration2
Bond1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WORLD INVESTMENTS, LLC

CRD#: 20626Middletown, NJ 07748

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