Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Apisa is a financial advisor with LPL Financial LLC. Brandon has been in the financial services industry since 2021 and is registered with the state of New Jersey. Brandon has a Series 7TO and Series 66 license, and his previous experience includes roles at Lincoln Financial Advisors Corporation, MML Investors Services, LLC, and Equitable Advisors, LLC. Brandon provides financial planning, portfolio management, and consulting services to individuals, families, and 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.
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.
Consulting and other non-discretionary advisory services
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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CA
04/22/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
10/31/2022 - 04/22/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (MORRISTOWN NJ)
NJ
02/15/2022 - 09/28/2022
MML INVESTORS SERVICES, LLC (SADDLE BROOK NJ)
NY
06/16/2021 - 08/30/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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