Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Bernard Karasek is a financial advisor with Wells Fargo Clearing Services, LLC based in Minneapolis, Minnesota. Brandon has been working in the financial industry since 2003, and has held previous roles at Wells Fargo Investments, LLC and Piper Jaffray & Co. Brandon is licensed to provide investment advice in multiple states and holds several securities licenses, including Series 7, Series 63, and Series 65. Brandon specializes in providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, businesses, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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
MN
11/18/2013 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
05/04/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
06/02/2003 - 04/24/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
IA
Issued 09/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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