Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Haney is a financial advisor with Wells Fargo Clearing Services, LLC. Brandon has over 16 years of experience in the financial services industry. Brandon is licensed in 24 states and holds the Series 6, 7, 63 and 65 securities licenses. Brandon specializes in working with individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. Brandon's previous experience includes working as a financial advisor at J.P. Morgan Securities LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
OH
09/08/2023 - Present
Wells Fargo Clearing Services, LLC (DUBLIN OH)
OH
10/01/2012 - 09/09/2023
J.P. MORGAN SECURITIES LLC (HILLIARD OH)
OH
10/11/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HILLIARD OH)
OH
10/04/2006 - 01/29/2010
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
BC
Issued 11/17/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brandon Haney is the right advisor for you? Invested Better is here to help.
