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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Beck is a financial advisor with AE Wealth Management, LLC. Brandon has been working in the financial services industry since 2006 and has a broad range of experience. Brandon holds the Series 6, 7, and 66 licenses and has worked with clients of various types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Brandon is also a speaker for SOFA, a non-profit organization.
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.
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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FL
07/22/2024 - Present
AE Wealth Management, LLC (Naples FL)
LA
01/13/2015 - 01/30/2015
CENTER STREET SECURITIES, INC. (SHREVEPORT LA)
LA
09/27/2013 - 01/02/2015
FIRST FINANCIAL SECURITIES OF AMERICA, INC. (COVINGTON LA)
LA
01/10/2012 - 04/15/2013
CETERA INVESTMENT SERVICES LLC (SHREVEPORT LA)
LA
07/20/2006 - 12/15/2011
CHASE INVESTMENT SERVICES CORP. (SHREVEPORT LA)
BOTH
Issued 10/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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