Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Bowman is an investment advisor representative with Ameritas Advisory Services, LLC. Brandon has been working in the financial industry since 2004 and has a total of 31 state securities licenses. Brandon is registered with the Financial Industry Regulatory Authority (FINRA). In addition to his role at Ameritas Advisory Services, LLC, Brandon also works with Midwest Financial Solutions and Granite Financial Solutions, LLC. Brandon has specialized knowledge in financial planning, portfolio management, pension consulting, and selection of other advisors.
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.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (San Antonio TX)
TX
03/29/2018 - 02/04/2021
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
01/09/2006 - 04/02/2018
CETERA ADVISORS LLC (CORPUS CHRISTI TX)
NJ
12/15/2004 - 11/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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