Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Erik Seifert is a financial advisor with AE Wealth Management, LLC in Omaha, NE. Brandon has been working in the financial services industry since February 2008. Brandon has a Series 7, 63, 66, 52, 24, 4, and 53 licenses. Brandon also holds the SIE certification. Brandon has experience providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
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2
NE
08/12/2021 - Present
AE Wealth Management, LLC (Omaha NE)
GA
04/08/2021 - 07/30/2021
TRIAD ADVISORS LLC (ATLANTA GA)
GA
10/08/2020 - 07/30/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/08/2020 - 07/30/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/08/2020 - 07/30/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
10/08/2020 - 07/30/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
12/09/2013 - 07/30/2021
SECURITIES AMERICA, INC. (Omaha NE)
NE
01/25/2008 - 12/11/2013
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 11/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/31/2014
Series 4 - Registered Options Principal Examination
BC
Issued 06/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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