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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandi? Claim Your ProfileBrandi Downey is a financial advisor with Raymond James & Associates, Inc. Brandi has been working in the financial services industry since 2004. Brandi has a strong background in investment advising and has passed the Series 6, 7, 63 and 65 exams. Brandi has experience working with various clients, including individuals, corporations, pension plans, and charitable organizations. Brandi currently works out of the Lafayette, IN branch of Raymond James.
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.
Please see note in schedule d - miscellaneous
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
IN
10/12/2020 - Present
Raymond James & Associates, Inc. (LAFAYETTE IN)
IN
10/01/2012 - 09/19/2019
J.P. MORGAN SECURITIES LLC (LAFAYETTE IN)
IN
09/16/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAFAYETTE IN)
IN
07/06/2005 - 06/16/2010
CHASE INVESTMENT SERVICES CORP. (LAFAYETTE IN)
IL
09/30/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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