Unclaimed
Brandon James Dove is a registered representative and investment advisor representative with Charles Schwab & CO., Inc. located in Bellevue, WA. Brandon has been in the securities industry since August 2019. Brandon has passed the Series 66, Series 7TO, and SIE exams. Brandon is registered in 24 states and is licensed to provide financial planning and selection of other advisers. Previously, Brandon was a registered representative with TD Ameritrade, Inc. in Seattle, WA.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
WA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Bellevue WA)
WA
08/23/2019 - 05/19/2024
TD AMERITRADE, INC. (Seattle WA)
BOTH
Issued 09/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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