Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Fox is an investment advisor representative with USI Advisors. Brandon has been in the financial services industry since 2019. Brandon is registered to provide investment advice in Connecticut. Brandon holds Series 63, Series 65 and Series 7TO securities licenses.
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.
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.
Seminars and consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
02/17/2023 - Present
USI Advisors (GLASTONBURY CT)
MA
02/07/2020 - 01/04/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPRINGFIELD MA)
IA
Issued 02/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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