Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Branden? Claim Your ProfileBranden Mark Heins is an investment advisor representative at Ameritas Advisory Services, LLC. Branden holds the Series 63, Series 66, Series 7TO, Series 82TO, and Series 24 licenses. Branden has been in the financial services industry since 2018 and previously worked at AssetMark Brokerage, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Branden provides financial planning, portfolio management, and pension consulting services. Branden is registered in Arizona and Nebraska. Ameritas Advisory Services, LLC is a Registered Investment Advisor (RIA) with a long history of providing financial planning and investment management services. The firm has been in business for over 100 years and has a strong reputation for providing high-quality services to its clients.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
AZ
03/26/2024 - Present
Ameritas Advisory Services, LLC (SURPRISE AZ)
AZ
01/14/2022 - 03/25/2024
ASSETMARK BROKERAGE, LLC (Phoenix AZ)
AZ
06/08/2021 - 12/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
07/31/2020 - 05/20/2021
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 06/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 07/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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