Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandi? Claim Your ProfileBrandi Lyde Whitfield is a financial advisor with over 13 years of experience in the industry. Brandi holds both Series 6 and Series 63 licenses, along with the Series 65 and SIE exams, and is currently registered with GWN Securities Inc. Brandi has previously worked with VOYA Financial Advisors, Inc. and ING Financial Advisors, LLC. Brandi is also the Owner/Managing Member of BLW Financial Services, LLC and is an active agent for health insurance products. Brandi specializes in portfolio management for individuals, financial planning, and market timing services. Brandi's firm, GWN Securities Inc., offers a variety of services to individuals, corporations, and other businesses. GWN Securities Inc. has a team of over 755 licensed agents and 455 investment advisor representatives. The firm manages over $3 Billion in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
GA
06/04/2019 - Present
GWN Securities Inc. (BRUNSWICK GA)
GA
01/03/2011 - 05/21/2019
VOYA FINANCIAL ADVISORS, INC. (BRUNSWICK GA)
GA
09/29/2006 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (BRUNSWICK GA)
IA
Issued 07/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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