Unclaimed
Brandise Dennis is a financial advisor currently associated with Morgan Stanley. Brandise has been in the financial services industry since July 6, 2016. Brandise has been registered with the Financial Industry Regulatory Authority (FINRA) since October 21, 2015. Brandise is registered in 50 states, as well as in Texas and Florida for securities, and in Florida for investment advisory services. Brandise also holds the Series 7, Series 66, and SIE exams. Brandise has previously been employed with J.P. MORGAN SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and SCOTTRADE, INC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
FL
12/12/2024 - Present
Morgan Stanley (Tampa FL)
FL
07/07/2021 - 02/09/2023
J.P. MORGAN SECURITIES LLC (AVENTURA FL)
FL
06/14/2018 - 07/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)
FL
06/27/2016 - 03/09/2018
SCOTTRADE, INC. (PLANTATION FL)
FL
10/21/2015 - 06/14/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)
BOTH
Issued 12/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brandise Dennis is the right advisor for you? Invested Better is here to help.