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 Davis is a financial advisor with over 17 years of experience in the industry. Brandon is currently registered with Franklin Distributors, LLC. Prior to joining Franklin Distributors, LLC, Brandon was employed with Putnam Retail Management Limited Partnership, OCM INVESTMENTS, LLC, PIMCO INVESTMENTS LLC, and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC. Brandon holds Series 7, Series 66, and Series 24 securities licenses.
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
CT
07/26/2022 - Present
Franklin Distributors, LLC (STAMFORD CT)
MA
01/02/2024 - 08/06/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
CA
02/06/2012 - 06/07/2022
OCM INVESTMENTS, LLC (LOS ANGELES CA)
CA
02/14/2011 - 01/23/2012
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
CA
11/30/2005 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
BOTH
Issued 02/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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