Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Bay is a financial advisor with Ameriprise Financial Services, LLC. Brandon has been in the financial services industry since February 1996. Brandon is registered with the state of California as both a broker-dealer and an investment advisor. Brandon holds several licenses, including Series 6, 7, 24, 63, and 65. Brandon is affiliated with Ameriprise Financial Services, LLC, and has been with the firm since December 2022. Brandon is also affiliated with Equitable Advisors, LLC, and was with the firm since September 1999 until December 2022. Brandon has experience in providing financial planning, portfolio management, and asset allocation services. Brandon is also involved in real estate ownership and insurance brokering.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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CA
12/15/2022 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
02/23/1996 - 12/19/2022
EQUITABLE ADVISORS, LLC (LOS ANGELES CA)
NY
02/23/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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