Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon A Barba is a financial advisor registered with Edward Jones. Brandon has been in the financial industry since 2016 and holds multiple industry licenses and certifications. Brandon is a registered Investment Advisor Representative. Brandon has also worked with Equitable Advisors and Purshe Kaplan Sterling Investments. Brandon is a highly experienced financial advisor who offers a wide range of financial services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
09/27/2023 - Present
Edward Jones (ST LOUIS MO)
NY
05/24/2022 - 08/07/2023
PURSHE KAPLAN STERLING INVESTMENTS (Camillus NY)
NY
11/10/2015 - 05/11/2022
EQUITABLE ADVISORS, LLC (SYRACUSE NY)
IA
Issued 12/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/23/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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