Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Roberts is a financial advisor registered with Raymond James & Associates, Inc. with an office in Fort Wayne, Indiana. Brandon has been in the financial industry since November 16, 2018. Brandon is also registered with the state of Indiana, as an Investment Advisor Representative (IAR). Brandon has held previous positions at Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, and Lincoln Financial Distributors, Inc. Brandon has obtained several licenses and certifications, including the Series 7, Series 24, and Series 66. Brandon offers a variety of financial services, including financial planning, portfolio management, selection of other advisors, and educational seminars.
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.
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.
Please see note in schedule d - miscellaneous
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
IN
09/12/2024 - Present
Raymond James & Associates, Inc. (Fort Wayne IN)
PA
04/14/2022 - 05/10/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
11/15/2018 - 05/10/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/15/2018 - 05/10/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 11/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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