Unclaimed
Brandon Barile is a financial advisor with International Assets Investment Management, LLC. Brandon has been a registered representative since 1996 and has been providing investment advice for over 25 years. Brandon has worked with a number of firms in the industry, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc. and Wachovia Securities, Inc. Brandon provides financial planning, portfolio management and selection of other advisors for businesses and individuals.
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.
1
2
FL
08/07/2012 - Present
International Assets Investment Management, LLC (ORLANDO FL)
FL
10/23/2009 - 07/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
05/12/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
FL
02/13/2007 - 05/15/2008
MORGAN KEEGAN & COMPANY, INC. (TAMPA FL)
FL
09/11/2002 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (TAMPA FL)
MO
12/17/1999 - 09/13/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
04/29/1998 - 12/22/1999
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NA
08/23/1997 - 01/16/1998
ABBEY-ASHFORD SECURITIES, INC.
NY
11/01/1996 - 08/11/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
IA
Issued 6/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/9/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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