Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Branden? Claim Your ProfileBranden Blake Vernon is an investment advisor representative with Steward Financial Services, LLC based in Salt Lake City, UT. Branden has been in the financial services industry since 1997 and has extensive experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Branden also holds licenses in California, Idaho, Texas, Utah, and Wyoming.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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UT
04/26/2021 - Present
Steward Financial Services, LLC (SALT LAKE CITY UT)
UT
01/28/2008 - 12/31/2011
WILSON-DAVIS & CO., INC. (SALT LAKE CITY UT)
UT
05/08/2007 - 10/01/2007
INVESTMENT MANAGEMENT CORPORATION (SALT LAKE CITY UT)
UT
02/24/2004 - 04/13/2007
INVESTMENT MANAGEMENT CORPORATION (SALT LAKE CITY UT)
NY
11/01/2000 - 03/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
06/30/1999 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
RI
12/15/1997 - 05/27/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 06/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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