Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Perlow is a financial advisor with Able Financial Group, LLC. Brandon has been in the financial services industry since 2018. Brandon has passed the Series 66, Series 7, and SIE exams. Brandon's current firm, Able Financial Group, LLC, provides financial planning, portfolio management, and pension consulting services. Able Financial Group, LLC has offices in Scottsdale, Arizona. The firm manages assets for high net worth individuals, corporations or other businesses, individuals other than high net worth, and charitable organizations. The firm's assets under management are over $467 million. Prior to joining Able Financial Group, LLC, Brandon worked at Wells Fargo Advisors Financial Network, LLC and Pruco Securities, 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.
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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AZ
01/12/2023 - Present
Able Financial Group, LLC (SCOTTSDALE AZ)
AZ
01/26/2022 - 02/07/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
AZ
09/09/2019 - 12/22/2021
PRUCO SECURITIES, LLC. (PHOENIX AZ)
AZ
04/20/2018 - 07/11/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
BOTH
Issued 05/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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