Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Morrell is a financial advisor with Ameriprise Financial Services, LLC. Brandon has been in the financial services industry since 2011. Brandon holds the Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65 licenses. Brandon is registered to provide investment advice in Alabama, Arkansas, Delaware, Minnesota, Mississippi, Nebraska, Nevada, Oklahoma, Rhode Island, Virginia, and Washington. Brandon also works with clients in Minnesota and Eden Prairie. Brandon focuses on providing asset allocation services, financial planning, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MN
05/10/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
09/08/2021 - 03/31/2022
U.S. BANCORP INVESTMENTS, INC. (HOPKINS MN)
NY
01/05/2021 - 09/02/2021
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MN
08/04/2011 - 11/23/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
IA
Issued 11/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Morrell is the right advisor for you? Invested Better is here to help.
