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 Johnson is a financial professional with over 12 years of experience in the industry. Brandon has held several positions with firms such as PNC Investments, Wells Fargo Clearing Services, LLC and First Citizens Investor Services, Inc. Brandon currently works for Wells Fargo Clearing Services, LLC as a registered representative and investment advisor representative. Brandon holds the Series 7, Series 24 and Series 66 licenses. Brandon specializes in providing financial planning, portfolio management and investment consulting services to individuals and businesses.
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
NC
08/09/2024 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
07/15/2019 - 08/01/2024
FIRST CITIZENS INVESTOR SERVICES, INC. (Mooresville NC)
FL
06/15/2016 - 07/11/2019
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
FL
02/10/2014 - 06/02/2016
PNC INVESTMENTS (CLEARWATER FL)
FL
07/19/2011 - 10/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
BOTH
Issued 08/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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