Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Fink is a financial advisor with Claro Advisors, LLC. Brandon has been in the financial services industry since June 2013. He is a Certified Financial Planner. Brandon specializes in providing financial planning, portfolio management, and investment advisory services for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. He is registered with the state of Massachusetts.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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MA
09/20/2021 - Present
Claro Advisors, LLC (BOSTON MA)
MA
06/26/2013 - 09/22/2021
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 07/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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