Unclaimed
Brandon Fredman is a registered representative with Wells Fargo Clearing Services, LLC. Brandon has been in the industry since August 28, 2019. Brandon is licensed to sell securities in 53 states and the District of Columbia. Brandon is also registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 9, Series 10, and Series 63. In addition to his work at Wells Fargo Clearing Services, LLC, Brandon is also the owner of THE MANUFACTURED TRAVELER, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
MO
09/17/2020 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
BC
Issued 06/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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