Unclaimed
Brandon Papa is a financial advisor registered with Newedge Advisors. Brandon has been in the financial industry since September 1997 and has held registrations with several firms, including Sunset Financial Services, Inc. and Hibernia Investments, L.L.C. Brandon offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Brandon is a registered representative with LPL Financial and holds licenses in numerous states.
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.
1
2
LA
08/15/2016 - Present
Newedge Advisors (Shreveport LA)
LA
08/17/2004 - 06/01/2009
SUNSET FINANCIAL SERVICES, INC. (SHREVEPORT LA)
LA
07/23/2003 - 08/24/2004
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
MO
10/22/2002 - 07/17/2003
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
04/12/2002 - 10/21/2002
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
TX
04/01/2002 - 04/15/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MN
01/04/1999 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
NY
09/10/1997 - 12/31/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/30/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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