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 Coxen is a financial advisor with DFA Securities LLC. Brandon has been in the financial services industry since 2009 and has experience in investment company products, variable contracts, and general securities. Brandon holds Series 6, 7, and SIE licenses. Brandon is registered in 49 states. Prior to joining DFA Securities LLC, Brandon worked at Foreside Financial Services, LLC and J.P. Morgan Institutional Investments Inc.
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.
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.
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2
NC
08/25/2021 - Present
DFA Securities LLC (CHARLOTTE NC)
ME
08/07/2020 - 08/17/2021
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
IL
08/02/2013 - 06/08/2020
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IL
06/25/2009 - 11/19/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 08/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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