Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Andres Cruz is an investment advisor representative at Summit Portfolio Management LLC. Brandon has been in the financial services industry since July 2020. Brandon holds the Series 66 and Series 7TO licenses. Brandon’s current employment with Summit Portfolio Management LLC began in September 2021. Brandon also worked previously with Ameriprise Financial Services, LLC. Brandon specializes in providing investment advice to high net worth individuals, individuals other than high net worth, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
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NV
11/02/2021 - Present
Summit Portfolio Management LLC (LAS VEGAS NV)
NV
07/28/2020 - 08/27/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Las Vegas NV)
BOTH
Issued 09/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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