Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Lyons is a registered representative with Morgan Stanley. Brandon has been in the securities industry since December 2018 and has a Series 63, Series 65, and Series 7TO license. Brandon is also a registered investment advisor in New York and Texas. Previously, Brandon worked for CITIGROUP GLOBAL MARKETS INC. Brandon specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
10/13/2021 - Present
Morgan Stanley (Purchase NY)
NY
12/20/2018 - 10/11/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 02/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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