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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 Patrick is a financial advisor at Stephens. Brandi has been in the industry since July 27, 2000 and is currently registered with FINRA as well as in 51 states. Brandi specializes in a number of areas, including asset allocation, investment planning, and retirement planning. Brandi's experience and expertise can help you achieve your financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
11/11/2021 - Present
Stephens (HOT SPRINGS AR)
AR
07/26/2000 - 11/08/2021
STEPHENS (HOT SPRINGS AR)
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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