Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Francis Grillo is a financial professional with experience in the securities industry. Brandon has worked for Loop Capital Markets LLC, a firm that provides investment advisory services, since 2023. Prior to Loop Capital Markets LLC, Brandon worked for Guggenheim Securities, LLC from 2022 to 2023. Brandon holds Series 7, 63 and SIE 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.
Transition management services/equity research services
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.
Negotiated fees for research services
1
2
NY
12/04/2023 - Present
Loop Capital Markets LLC (NEW YORK NY)
NY
04/05/2022 - 03/09/2023
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
BC
Issued 04/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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