Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Cardarelli is an investment advisor representative with LPL Financial LLC. Brandon has been in the financial industry for over 15 years, and has been with LPL Financial LLC since November 2017. Before that, Brandon worked at National Planning Corporation and Ameriprise Financial Services, Inc. Brandon is registered to provide investment advice in 19 states. Brandon has earned the Series 66, Series 7, and SIE licenses, and is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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.
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MA
11/29/2017 - Present
LPL Financial LLC (MARLBOROUGH MA)
MA
08/09/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (WESTBOROUGH MA)
MA
06/05/2008 - 08/19/2013
AMERIPRISE FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
BOTH
Issued 02/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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