Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Corlett is a registered investment advisor representative at Confluence Financial Partners in McMurray, PA. Brandon Corlett has over 10 years of experience in the financial services industry. Prior to joining Confluence Financial Partners, Brandon Corlett was employed by Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors Inc. Brandon Corlett holds the Series 66, Series 10, Series 9, Series 7 and SIE licenses. Brandon Corlett specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, 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.
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.
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2
PA
10/29/2021 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
10/25/2017 - 07/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (McMurray PA)
PA
06/05/2012 - 04/28/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (CANONSBURG PA)
BOTH
Issued 07/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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