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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Heicklen is an Investment Advisor Representative with Lido, a firm headquartered in Los Angeles, California. Brandon has been registered with the Securities and Exchange Commission since 2021 and holds a Series 65 license. Brandon has been in the financial industry for over a year and has experience working with clients in a variety of capacities. In addition to his role at Lido, Brandon is also the CEO of PWR PUNTING, a non-investment related business where he coaches high school and junior college football players to punt and kick a football.
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.
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.
Strategic management for diversified investment portfolios.
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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CA
05/30/2024 - Present
Lido (LOS ANGELES CA)
IA
Issued 08/06/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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