Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Yenzer is a financial professional with over two years of experience in the securities industry. Brandon holds the Series 7TO, SIE and Series 63 licenses. Currently, Brandon is registered with Charles Schwab & CO., Inc. Prior to this, Brandon worked with TD AMERITRADE, INC. Brandon is registered to provide investment advice in 53 states and jurisdictions. Brandon's area of specialization is Financial Planning.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MO
05/10/2024 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
12/02/2022 - 05/10/2024
TD AMERITRADE, INC. (St. Louis MO)
BC
Issued 12/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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