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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brande? Claim Your ProfileBrande Nichole Coleman is a financial advisor at Morgan Stanley. Brande has been in the industry since May 2016. Brande specializes in providing financial planning and portfolio management services to individuals, businesses, and investment companies. Brande is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 9, 10, and 66 securities licenses. Brande is also a registered investment advisor representative in Texas and Virginia. Brande's previous experience includes working at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brande is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
12/13/2022 - Present
Morgan Stanley (Alexandria VA)
VA
01/26/2022 - 12/06/2022
CHARLES SCHWAB & CO., INC. (Reston VA)
VA
07/17/2019 - 12/06/2022
TD AMERITRADE, INC. (RESTON VA)
VA
10/25/2016 - 07/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTREVILLE VA)
CA
02/10/2016 - 08/18/2016
EDWARD JONES (RANCHO CUCAMONGA CA)
BOTH
Issued 03/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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