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 Portell is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc.. Brandon is registered in Missouri and Texas. Brandon has been in the industry since June 2023. Brandon is currently registered as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Brandon has passed the Uniform Combined State Law Examination. Brandon is also a general partner/managing member of Portell Prestige Properties, LLC, a private limited company that owns rental properties.
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.
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MO
01/02/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WENTZVILLE MO)
Active
Inactive
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