Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Garcia Loza is an investment advisor representative with Sageview Advisory Group, LLC, located in Newport Beach, CA. Brandon has been in the financial industry for over 6 years. Brandon is registered as an Investment Advisor Representative and a Broker-Dealer in California. Brandon has passed the Series 66, Series 65, Series 4 and Series 7 exams.
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.
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.
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2
CA
04/30/2024 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
NJ
03/16/2022 - 04/03/2024
MOOMOO FINANCIAL INC. (JERSEY CITY NJ)
NJ
07/08/2019 - 07/23/2021
FUTU INC (JERSEY CITY NJ)
CA
05/03/2017 - 07/18/2019
E*TRADE SECURITIES LLC (CUPERTINO CA)
IA
Issued 06/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2024
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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