Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandie? Claim Your ProfileBrandie Kiersta Harris is a registered representative with Charles Schwab & Co., Inc. based in Austin, TX. Brandie has been in the financial services industry since 2010. She has a strong background in investment advisory services and holds licenses for both Broker/Dealer and Investment Advisor services. Brandie's experience spans several firms including Transamerica Financial Advisors, Inc., Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc. Her expertise includes financial planning, security ratings, and selection of other advisors. Brandie currently serves clients in Texas.
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
07/06/2018 - Present
Charles Schwab & CO., Inc. (Austin TX)
OR
03/02/2011 - 05/11/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (TIGARD OR)
OR
07/27/2009 - 09/30/2010
FIDELITY BROKERAGE SERVICES LLC (TIGARD OR)
RI
05/02/1997 - 03/17/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
10/23/1995 - 05/02/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
07/20/1993 - 10/23/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 7/6/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 7/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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