Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Loo is a financial professional with over nine years of experience in the financial services industry. Brandon is a registered representative with State Farm Investment Management Corp. in San Diego, California. Brandon is a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. Brandon also has experience in real estate investment. Brandon holds the Series 6 and Series 63 securities licenses and the SIE exam. Brandon is a Chartered Financial Consultant.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
08/20/2018 - Present
State Farm Investment Management Corp. (San Diego CA)
BC
Issued 01/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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