Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Floyd is a financial advisor with over 5 years of experience in the financial services industry. Brandon has a Series 7, Series 63, and Series 65 license, and is registered with Charles Schwab & Co., Inc. in California. Brandon is passionate about helping clients achieve their financial goals, and has a strong commitment to providing personalized service. Brandon's clients typically have a high net worth and are interested in financial planning, wealth management, and investment management services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/24/2025 - Present
Charles Schwab & CO., Inc. (Encino CA)
IA
Issued 05/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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