Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Barry Ross is a financial advisor with Vanguard Advisers, Inc. Brandon has been working in the financial industry since December 2015. Brandon has Series 6, 7, and 66 licenses. Brandon also holds a SIE license. Brandon is registered in both Pennsylvania and Texas, and is associated with the Malvern, Pennsylvania branch of Vanguard Advisers, Inc. Prior to joining Vanguard, Brandon worked at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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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2
PA
08/03/2021 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
08/08/2018 - 06/25/2021
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
PA
11/10/2016 - 01/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
03/25/2014 - 10/21/2015
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
BOTH
Issued 01/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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