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 Echeverria is an investment advisor representative registered with Cetera Investment Advisers LLC. Brandon has been in the financial services industry since August 2003 and holds the Series 6, 7, and 66 licenses, as well as the SIE designation. Brandon is currently registered in Arizona and California and has previously been registered in Michigan, Nevada, and New Jersey. He specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Brandon also provides services for charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Brandon has experience working with Tower Square Securities, Inc., Sentinel Securities, Inc., Orbitex Funds Distributor, Inc., Goldk Investment Services, Inc., and Compass Brokerage, Inc. He is also the owner of Factor Admin, a TPA services firm.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
09/09/2009 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (PHOENIX AZ)
MA
06/16/2006 - 08/10/2009
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
CT
12/03/2003 - 11/05/2004
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
MA
04/01/2002 - 11/20/2003
GOLDK INVESTMENT SERVICES, INC (BOSTON MA)
AL
02/29/2000 - 06/27/2000
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BOTH
Issued 07/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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