Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Christopher Phelps is a registered representative with Fidelity Brokerage Services LLC. Brandon has been in the financial services industry since January 9, 2010. Prior to joining Fidelity, Brandon was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, Scottrade, Inc. and Ameriprise Financial Services, Inc. Brandon holds the Series 66, Series 7 and SIE licenses. Brandon is licensed to sell securities in all 50 states and the District of Columbia.
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.
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.
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2
RI
01/17/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
CT
08/17/2018 - 10/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
02/03/2014 - 04/17/2018
WELLS FARGO CLEARING SERVICES, LLC (BLOOMFIELD CT)
CT
05/19/2008 - 09/24/2012
SCOTTRADE, INC. (MANCHESTER CT)
CT
11/14/2007 - 03/11/2008
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
BOTH
Issued 01/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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