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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 Rose Stahl is an active Registered Representative and Investment Advisor Representative in California and Texas. Brandi has been in the industry since January 15, 2002. Currently, Brandi is registered with Osaic FA, Inc. and has been with them since October 2002. In the past, Brandi has been employed by THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and MORGAN STANLEY DW INC. Brandi is licensed to conduct business in various states and has a number of licenses and certifications.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
CA
05/13/2010 - Present
Osaic FA, Inc. (SACRAMENTO CA)
IN
11/07/2002 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/09/2001 - 08/30/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 01/17/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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