Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Martinek is a financial advisor registered with LPL Financial LLC. Brandon has been in the financial industry since August 2010. Brandon has offices in Kaukauna, WI, and has held previous registrations with Securities America, Inc., Securities Service Network, LLC, SII Investments, Inc., and Investment Centers of America, Inc. Brandon has a strong track record of providing personalized financial advice and investment management services to individuals and families. Brandon is committed to helping clients reach 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
11/30/2020 - Present
LPL Financial LLC (KAUKAUNA WI)
WI
09/18/2020 - 11/30/2020
SECURITIES AMERICA, INC. (Kaukauna WI)
WI
11/22/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Kaukauna WI)
WI
08/20/2010 - 11/21/2017
SII INVESTMENTS, INC. (KAUKAUNA WI)
WI
10/20/2010 - 05/06/2014
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
BOTH
Issued 10/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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