Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Garrett Haase is a financial advisor with Steward Partners Investment Advisory, LLC, a firm that manages over $20 billion in client assets. Brandon is registered as a financial advisor in New York and Texas. He holds the Series 7, Series 63, and Series 65 licenses, and is also a Certified Financial Planner. Brandon joined Steward Partners Investment Advisory, LLC in 2017 and previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and RBC CAPITAL MARKETS, LLC. He has been in the financial services industry since 2005. Brandon specializes in providing financial planning and investment management services to individuals, families, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
01/20/2017 - Present
Steward Partners Investment Advisory, LLC (Albany NY)
NY
01/19/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY NY)
NY
05/15/2009 - 02/02/2017
RBC CAPITAL MARKETS, LLC (ALBANY NY)
NY
01/24/2005 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (NISKAYUNA NY)
IA
Issued 02/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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