Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandi? Claim Your ProfileBrandi Restle is a financial advisor with over 20 years of experience in the industry. Brandi is currently registered with J.P. Morgan Securities LLC and has previously worked for several other firms, including Chase Investment Services Corp., Vision Investment Services, Inc., HarrisDirect LLC, Futureshare Financial LLC, Nathan & Lewis Securities, Inc., and Pruco Securities Corporation. Brandi has a wide range of experience and holds multiple industry licenses and certifications. Brandi specializes in financial planning, portfolio management, and pension consulting services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
04/19/2021 - Present
J.p. Morgan Securities LLC (HOBART IN)
IN
12/14/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PORTAGE IN)
IL
11/29/2005 - 11/28/2006
VISION INVESTMENT SERVICES, INC. (SOUTH HOLLAND IL)
NJ
01/05/2005 - 11/18/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
IL
05/01/2002 - 01/06/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
NJ
10/01/2001 - 04/30/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
NY
03/12/2001 - 10/01/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NJ
05/28/1998 - 03/07/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brandi Restle is the right advisor for you? Invested Better is here to help.
