Unclaimed
Brandon Weatherford is a financial advisor who has been in the industry since 1998. He is currently registered with Fidelity Personal And Workplace Advisors and holds licenses in Michigan and Texas. Brandon has previously worked with several firms including Infinex Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PNC Investments. He is licensed to provide financial planning and investment advice.
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.
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.
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.
1
2
KY
05/24/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MI
04/19/2017 - 03/12/2021
INFINEX INVESTMENTS, INC. (TROY MI)
MI
01/06/2015 - 04/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTERFIELD TOWNSHIP MI)
MI
11/27/2013 - 12/02/2014
SCOTTRADE, INC. (STERLING HEIGHTS MI)
MI
04/02/2013 - 11/08/2013
THE HUNTINGTON INVESTMENT COMPANY (WARREN MI)
MI
02/16/2010 - 03/14/2013
E*TRADE SECURITIES LLC (FARMINGTON MI)
MI
11/13/2009 - 02/11/2010
PNC INVESTMENTS (ROYAL OAK MI)
MI
06/11/2003 - 11/13/2009
NATCITY INVESTMENTS, INC. (ROYAL OAK MI)
MI
02/20/2002 - 02/04/2003
LEONARD & COMPANY (TROY MI)
FL
09/08/2000 - 01/29/2002
MYSTOCKFUND SECURITIES, INC. (JUNO BEACH FL)
MI
03/25/1999 - 10/06/2000
MMS SECURITIES, INC. (TROY MI)
PA
08/01/1996 - 09/18/1997
BESTVEST INVESTMENTS, LTD. (MEDIA PA)
MI
03/28/1994 - 08/09/1994
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
BOTH
Issued 03/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Brandon Weatherford is the right advisor for you? Invested Better is here to help.