Unclaimed
Brandon Chew is an Investment Advisor Representative associated with Foundations Investment Advisors LLC. Brandon has been in the industry since at least April 2018, and has earned the Series 65 license. Brandon is registered to provide investment advice in California. Brandon's firm provides a range of advisory services, including financial planning, educational seminars, and portfolio management for individuals. The firm manages approximately $1 billion to $10 billion in assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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AZ
02/11/2020 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IA
Issued 03/22/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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