Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Morenz is a financial advisor with over 14 years of experience in the industry. Brandon is currently registered with Newedge Advisors and is licensed to provide investment advice in California and Texas. Brandon has a strong track record of success in helping clients achieve their financial goals. Prior to joining Newedge Advisors, Brandon worked with Securities America, Inc. and Investcorp, Inc. Brandon holds the Series 7, Series 63, Series 66 and Series 79TO licenses, and has a strong understanding of the investment landscape. Brandon provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. Brandon is committed to providing personalized service and helping clients make informed investment decisions.
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
10/14/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
CA
07/17/2020 - 10/28/2022
SECURITIES AMERICA, INC. (IRVINE CA)
CA
02/26/2009 - 07/17/2020
INVESTACORP, INC. (IRVINE CA)
CA
01/07/2009 - 02/26/2009
SECURITIES AMERICA, INC. (NEWPORT BEACH CA)
BOTH
Issued 02/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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