Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandi? Claim Your ProfileBrandi Lynn Starling is an experienced financial advisor with a strong track record of success in the industry. She is currently a registered representative with Charles Schwab & Co., Inc., a leading provider of investment and financial services. Prior to joining Charles Schwab & Co., Inc., Brandi worked for TD Ameritrade, Inc., and TD Ameritrade Clearing, Inc., where she gained valuable experience in the brokerage and investment management sectors. Brandi holds both Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). She is also a registered principal with the Financial Industry Regulatory Authority (FINRA). Brandi is committed to providing her clients with personalized financial advice and guidance. She is dedicated to helping her clients achieve their financial goals, no matter what their individual circumstances may be.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
02/20/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
03/15/2013 - 02/20/2023
TD AMERITRADE, INC. (Westlake TX)
TX
07/14/2014 - 05/18/2020
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
03/27/2000 - 12/31/2012
EDI FINANCIAL, INC. (MARBLE FALLS TX)
TX
02/02/2000 - 04/05/2000
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
BOTH
Issued 11/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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