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 over 17 years of experience in the industry. Brandon currently works at Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners, Brandon worked at Raymond James Financial Services, Inc. and RBC Capital Markets, LLC. Brandon holds the Series 7, Series 63, Series 65, and SIE licenses. He is also a Certified Financial Planner. Brandon is registered to provide investment advice in 27 states and the District of Columbia. He has a strong track record of helping clients achieve their financial goals.
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 2/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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