Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Ojakian is a financial advisor who has been in the industry since 2001. Brandon is currently registered with Key Investment Services LLC. Prior to working with Key Investment Services LLC, Brandon was employed with Lincoln Financial Distributors, Inc., and People's Securities, Inc. Brandon has successfully passed Series 6, Series 63, SIE, and Series 6TO exams. Brandon is registered with the state of Connecticut and is currently active.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/25/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
CT
09/30/2008 - 07/08/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
CT
03/23/2001 - 10/02/2008
PEOPLE'S SECURITIES, INC. (ROCKY HILL CT)
BC
Issued 05/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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