Unclaimed
Brandon Allen Bergeron is an Investment Advisor Representative with Cookson Peirce Wealth Management. Brandon has been in the financial industry since 2013 and is licensed in Alabama, Colorado, Louisiana, Mississippi and Texas. Brandon is also registered with the state of South Carolina as a Registered Agent. Brandon holds the Series 65 license and has a background in financial planning and portfolio management. Brandon's previous experience includes working with First American Bank and SKR Industries.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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SC
02/12/2025 - Present
Cookson Peirce Wealth Management (Greenville SC)
IA
Issued 09/25/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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