Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Baird is a financial advisor registered with Raymond James & Associates, Inc., and has been in the industry since January 2006. He has been registered with Raymond James & Associates, Inc. since February 2019. Previously, Brandon worked with WELLS FARGO CLEARING SERVICES, LLC and FIRST CLEARING, LLC. Brandon has a Series 7, Series 24, Series 66 and Series 99TO licenses. He also holds a SIE exam. Brandon is currently registered with the state of Florida. He has 10+ years of experience in the financial services industry.
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.
Please see note in schedule d - miscellaneous
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
FL
02/21/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MO
09/18/2015 - 11/26/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
VA
11/02/2005 - 08/26/2015
FIRST CLEARING, LLC (RICHMOND VA)
BOTH
Issued 06/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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