Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Knutson is a financial advisor with over 10 years of experience in the industry. Brandon is registered with Wells Fargo Clearing Services, LLC, and has been with the firm since August 2017. Previously Brandon was employed by CETERA ADVISOR NETWORKS LLC and Chase Investment Services Corp. Brandon holds FINRA Series 6, 7, 10, 63, 66, and SIE licenses. Brandon offers financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
10/04/2017 - Present
Wells Fargo Clearing Services, LLC (MIAMISBURG OH)
IN
05/29/2014 - 08/21/2017
CETERA ADVISOR NETWORKS LLC (MISHAWAKA IN)
IN
01/01/2010 - 11/02/2011
CHASE INVESTMENT SERVICES CORP. (SOUTH BEND IN)
BOTH
Issued 05/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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