Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Heiken is a registered representative with J.P. Morgan Securities LLC. Brandon has been in the securities industry since 2010 and is licensed in multiple states. Brandon is also a registered investment advisor representative in California and Texas. Brandon's previous experience includes working at Credit Suisse Securities (USA) LLC. Brandon's specializations include Portfolio Management for Individuals and Businesses, Financial Planning, and Pension Consulting.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
07/31/2023 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
07/22/2010 - 09/08/2014
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
BC
Issued 07/28/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/20/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brandon Heiken is the right advisor for you? Invested Better is here to help.
