Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Alexander Bell is a financial advisor with Edelman Financial Engines. Brandon has been working in the financial services industry since 2011. Brandon has a Series 66 license as well as a Series 7 license. Brandon has experience working with high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Prior to joining Edelman Financial Engines, Brandon worked at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and E*TRADE Securities LLC.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
05/22/2024 - Present
Edelman Financial Engines (SAN DIEGO CA)
CA
08/14/2020 - 12/14/2022
FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)
CA
12/08/2015 - 07/28/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
01/26/2015 - 07/28/2015
EDWARD JONES (SANTA CLARA CA)
CA
07/24/2012 - 08/18/2014
E*TRADE SECURITIES LLC (CUPERTINO CA)
CA
09/27/2011 - 07/23/2012
FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)
BOTH
Issued 12/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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