Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brando? Claim Your ProfileBrando Lewis Reyna is an investment advisor representative with Novare Capital Management, headquartered in Charlotte, North Carolina. Brando has been with Novare Capital Management since April 2017. Previously, Brando worked at Trinity Financial Advisors LLC in Worthington, Ohio from April 2015 to April 2016 and Meeder Investment in Dublin, Ohio from December 2012 to April 2016. Brando is a Chartered Financial Analyst and has a Series 7 and Series 63 license. Brando specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
08/01/2017 - Present
Novare Capital Management (CHARLOTTE NC)
RI
10/15/2004 - 09/22/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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