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 Wein is a financial professional with over 20 years of experience in the financial services industry. Brandi is a registered representative and investment advisor representative with State Farm Investment Management Corp. and is licensed to provide investment advice in Ohio and Wisconsin. Brandi holds the Series 6, Series 63, and SIE licenses and is a Chartered Financial Consultant. Brandi also owns and operates Brandi Wein's Insurance Agency, an insurance agency that serves customers in the Pewaukee, WI area. Brandi specializes in providing financial planning and portfolio management services to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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WI
07/03/2024 - Present
State Farm Investment Management Corp. (Pewaukee WI)
BC
Issued 07/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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