Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Donald Hook is a financial advisor registered with Robert W. Baird & Co. Inc. and has been in the industry since September 2008. Brandon has a wide range of experience, having previously worked for Hefren-Tillotson, Inc. and Commonwealth Financial Network. Brandon holds the Series 7, Series 66, and SIE licenses, and is a Certified Financial Planner. Brandon is registered in 39 states and has a specialization in 10 areas. Brandon's current firm has over $287 billion in regulatory assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
07/07/2009 - 10/21/2022
HEFREN-TILLOTSON, INC. (WEXFORD PA)
PA
08/29/2008 - 07/02/2009
COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)
BOTH
Issued 11/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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