Unclaimed
Brandon Christopher Wheeling is a financial advisor associated with Pacer Financial, Inc. Brandon has been in the securities industry since 2018. Brandon is a registered representative in Alabama, Georgia, Mississippi and Pennsylvania. Brandon holds FINRA licenses Series 6, Series 7TO and Series 63, and the SIE. Prior to joining Pacer Financial, Inc., Brandon was affiliated with Inland Securities Corporation and Northwestern Mutual Investment Services, LLC.
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.
1
2
PA
10/06/2020 - Present
Pacer Financial, Inc. (Malvern PA)
GA
02/04/2020 - 09/18/2020
INLAND SECURITIES CORPORATION (Atlanta GA)
GA
02/26/2018 - 02/11/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
BC
Issued 07/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Wheeling is the right advisor for you? Invested Better is here to help.