Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Roberts is a financial advisor with Independent Financial Partners. Brandon has been in the financial industry since July 2012. Brandon holds the Series 66, SIE, and Series 7 licenses. Brandon is also a Certified Financial Planner and a Chartered Financial Analyst. Brandon works with individuals, high net worth individuals, businesses, corporations, pension plans, and charitable organizations. Brandon offers a range of services including financial planning, pension consulting, educational seminars, and portfolio management. Brandon's firm is headquartered in Tampa, Florida.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
02/07/2022 - Present
Independent Financial Partners (TAMPA FL)
FL
11/27/2017 - 10/19/2020
RAYMOND JAMES & ASSOCIATES, INC. (OCALA FL)
FL
08/14/2017 - 10/30/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)
FL
06/17/2013 - 07/26/2017
MORGAN STANLEY (CELEBRATION FL)
FL
10/09/2009 - 10/11/2010
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 07/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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