Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Blake Schwartz is a financial advisor with Perennial Financial Services. Brandon has been in the industry since 2002. Brandon is registered in California as a Registered Representative and Investment Advisor Representative. Brandon is a Series 66, Series 7, and Series 31 license holder. Brandon has experience working with clients in a variety of areas including high net worth individuals, pension and profit sharing plans, and corporations or other 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.
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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2
CA
06/12/2017 - Present
Perennial Financial Services (Los Angeles CA)
CA
06/01/2009 - 05/16/2012
MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GLENDALE CA)
CA
01/17/2002 - 04/02/2007
MORGAN STANLEY DW INC. (GLENDALE CA)
BOTH
Issued 02/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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