Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Weber is a financial advisor with Truist Advisory Services, Inc. Brandon is registered as an Investment Advisor Representative in Maryland. Brandon has been in the financial services industry since April 27, 2003. Brandon has experience with a variety of firms including BB&T Securities, LLC, BB&T Investment Services, Inc., Wachovia Securities, LLC, SouthTrust Securities, LLC, and Citigroup Global Markets Inc. Brandon is a Certified Financial Planner and has earned the Series 7, Series 24, Series 63, and Series 66 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
MD
11/17/2020 - Present
Truist Advisory Services, Inc. (SEVERNA PARK MD)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
03/22/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
MO
04/23/2005 - 11/04/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AL
09/23/2003 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
10/25/2002 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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