Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandi? Claim Your ProfileBrandi Ames is a financial advisor with over 8 years of experience in the industry. Brandi is currently registered with Osaic FA, Inc. and has a Series 6, 7TO, 63, 65 and Series 26 license. Prior to Osaic FA, Inc., Brandi worked at Pruco Securities, LLC. and Prudential Insurance Company of America. Brandi has a strong track record of success in helping individuals and businesses achieve their financial goals. Brandi specializes in retirement planning, investment management, and financial planning.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
PA
10/05/2023 - Present
Osaic FA, Inc. (RADNOR PA)
IL
09/30/2014 - 08/21/2023
PRUCO SECURITIES, LLC. (CHAMPAIGN IL)
IA
Issued 05/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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