Unclaimed
Branden Findeisen is an investment advisor representative at SPC. Branden has been in the industry since November 2007. Branden holds the Series 6, 7, 63, and 65 licenses as well as the SIE. In addition to his role at SPC, Branden also operates Findeisen Wealth Management Group, LLC and is an independent insurance agent. Branden works with individuals, high-net-worth individuals, businesses, charities, and pension plans.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
04/01/2011 - Present
SPC (ANN ARBOR MI)
CT
11/29/2007 - 03/31/2011
NEW ENGLAND SECURITIES (WATERFORD CT)
IA
Issued 04/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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