Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Chance Kaletkowski is a financial advisor currently working with Truist Advisory Services, Inc., in Fort Lauderdale, Florida. Brandon has been in the financial industry since December 2013, and has experience with Sorrento Pacific Financial, LLC, Wells Fargo Advisors, LLC, and Invest Financial Corporation. Brandon holds Series 6, 7, 63, 65 and SIE licenses. Brandon specializes in working with individuals, corporations, high-net-worth individuals, charitable organizations, insurance companies, and pension and profit sharing plans.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/19/2024 - Present
Truist Advisory Services, Inc. (FORT LAUDERDALE FL)
NJ
08/12/2014 - 12/03/2018
SORRENTO PACIFIC FINANCIAL, LLC (RED BANK NJ)
FL
03/28/2013 - 04/02/2013
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
NJ
05/10/2011 - 03/08/2013
INVEST FINANCIAL CORPORATION (PRINCETON NJ)
FL
04/10/2007 - 03/30/2011
WELLS FARGO ADVISORS, LLC (JACKSONVILLE BEACH FL)
BC
Issued 04/22/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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