Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon James Blair is an Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC. Brandon is a licensed professional with experience in the financial services industry since 1995. Brandon works with individuals and businesses in the SALEM, OR area to provide a variety of financial services, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Brandon has been registered with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. in the past.
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.
Investment consulting services to institutional clients
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
OR
05/06/2014 - Present
Wells Fargo Advisors Financial Network, LLC (SALEM OR)
OR
06/01/2009 - 05/14/2014
MORGAN STANLEY (SALEM OR)
OR
10/17/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SALEM OR)
IA
Issued 09/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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