Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Thomas is a financial advisor at Merrill Lynch. Brandon has been a registered representative for over 2 years and holds a Series 7, Series 66 and SIE license. He is registered in 33 states and has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Brandon has been involved in the financial services industry for over 7 years and has experience in both the brokerage and investment advisory fields. Prior to joining Merrill Lynch, Brandon worked as a financial advisor at MORGAN STANLEY and Hantz Financial Services, Inc. Brandon holds a Series 7, Series 66 and SIE license and has been involved in the financial services industry for over 7 years. Brandon is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
05/31/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANN ARBOR MI)
MI
10/07/2021 - 04/06/2022
MORGAN STANLEY (Birmingham MI)
MI
12/17/2020 - 08/12/2021
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BOTH
Issued 04/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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