Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Hauck is a financial advisor with over 18 years of experience in the industry. Brandon is registered with Principal Securities, Inc. and is currently licensed in California and Iowa. Brandon has experience in the securities and investment advisory industries, working with individuals, businesses, charitable organizations, and pension plans. Brandon provides financial planning services, pension consulting, educational seminars, and selection of other advisors. Brandon is dedicated to helping clients 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CA
09/14/2023 - Present
Principal Securities, Inc. (COSTA MESA CA)
CA
09/16/2020 - 11/29/2022
CAPITAL SYNERGY PARTNERS (IRVINE CA)
CA
03/20/2014 - 11/29/2022
CPS FINANCIAL & INSURANCE SERVICES, INC. (IRVINE CA)
CA
12/11/2004 - 03/11/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
10/29/2004 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
IA
Issued 03/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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