Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Bersett is a financial professional with over 6 years of experience in the industry. Brandon is currently registered with Wells Fargo Clearing Services, LLC and has previously been registered with CHARLES SCHWAB & CO., INC. and Wells Fargo Clearing Services, LLC. Brandon holds several licenses including the Series 7, Series 9, Series 10, and SIE. Brandon is a dedicated financial professional specializing in providing investment consulting services, financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses.
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
MO
06/24/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
08/24/2023 - 05/23/2024
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
06/07/2017 - 08/11/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BC
Issued 05/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brandon Bersett is the right advisor for you? Invested Better is here to help.
