Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandan? Claim Your ProfileBrandan Kosoff is a financial advisor in Denver, Colorado. Brandan has been in the financial services industry since 1999. Brandan is currently registered with Tiaa-cref Individual & Institutional Services, LLC. Brandan is also registered as an investment advisor representative. Prior to joining Tiaa-cref Individual & Institutional Services, LLC, Brandan was employed by PRUCO SECURITIES, LLC., OppenheimerFunds Distributor, Inc. and Allstate Financial Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
08/02/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
06/18/2010 - 03/29/2011
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
CO
11/10/2006 - 01/04/2010
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
NE
06/07/2005 - 02/01/2006
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
06/12/1998 - 04/26/2005
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 08/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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