Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Gregory Pearson is a financial advisor currently affiliated with UBS Financial Services Inc. Brandon has been in the financial services industry since December 20, 2007. Brandon holds the Series 7, Series 31, Series 66 and SIE licenses. Brandon has a total of 31 state licenses, 2 IA licenses, 1 FINRA license, and 10 SRO licenses. Brandon has worked at UBS Financial Services Inc. since March 2012. Prior to that, Brandon worked at Morgan Stanley Smith Barney from June 2009 to March 2012 and Citigroup Global Markets Inc. from December 2007 to June 2009. Brandon provides financial planning, portfolio management for businesses and individuals, and pension consulting services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
UT
03/15/2012 - Present
UBS Financial Services Inc. (SALT LAKE CITY UT)
UT
06/01/2009 - 03/20/2012
MORGAN STANLEY SMITH BARNEY (SALT LAKE CITY UT)
UT
12/21/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
BOTH
Issued 09/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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