Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Curtis is a financial advisor at LPL Financial LLC. Brandon has been in the financial services industry since 2002 and has held positions with various firms, including Ameriprise Financial Services, Inc., IDS Life Insurance Company, WM Financial Services, Inc., and Morgan Stanley DW Inc. Brandon is registered with FINRA as a General Securities Representative and a Principal. Brandon is also registered with the state of Texas as an investment advisor representative. Brandon specializes in financial planning, portfolio management, and pension consulting.
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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2
TX
04/17/2009 - Present
LPL Financial LLC (SUGAR LAND TX)
TX
02/10/2004 - 04/20/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
MN
02/10/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
06/02/2003 - 02/09/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
01/25/2002 - 05/14/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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