Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Cromer is a registered investment advisor representative with Ashton Thomas Private Wealth. Brandon has been in the financial services industry since February 2006. Brandon holds the Series 6, 7 and 63 securities licenses, along with the Series 65 Investment Advisor license. Brandon provides financial planning, portfolio management and selection of other advisors services. Brandon is experienced in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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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AZ
11/12/2024 - Present
Ashton Thomas Private Wealth (SCOTTSDALE AZ)
AZ
06/27/2019 - 11/19/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
02/10/2006 - 08/07/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
11/14/2005 - 11/18/2005
INTERSECURITIES, INC. (PHOENIX AZ)
PA
07/28/2005 - 08/24/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 12/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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