Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Carl Phillips is a registered Investment Advisor Representative with Mariner Wealth. Brandon has been in the industry since 2002. Brandon has a series 63, 65 and 31 license. Brandon is active in Indiana. Brandon has a history of working at Raymond James & Associates, Inc. and Strong Investments, Inc. Brandon is registered with the state of Indiana as an Investment Advisor Representative. Brandon is also registered with the state of Indiana as a Registered Representative. Brandon has a background in financial planning and investment management. Brandon specializes in working with individuals, families, businesses, and trusts.
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.
Family office services
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
IN
02/26/2018 - Present
Mariner Wealth (INDIANAPOLIS IN)
IN
05/10/2004 - 01/30/2008
RAYMOND JAMES & ASSOCIATES, INC. (GREENWOOD IN)
WI
08/08/2002 - 05/05/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 05/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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