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 Kerner is a financial advisor who has been in the industry since October 11, 2009. Currently, Brandon is registered with M Holdings Securities, Inc. in Dallas, TX. Before that, Brandon was registered with ASCENSUS BROKER DEALER SERVICES, LLC in NEWTON, MA, NEWPORT GROUP SECURITIES, INC. in Dallas, TX, AON SECURITIES LLC in CHICAGO, IL, PRINCIPAL SECURITIES, INC. in Addison, TX, FIDELITY BROKERAGE SERVICES LLC in WESTLAKE, TX, CLARK SECURITIES, INC. in GREENSBORO, NC and AXA ADVISORS, LLC in SAGINAW, MI.
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
TX
03/26/2024 - Present
M Holdings Securities, Inc. (Dallas TX)
MA
08/31/2023 - 03/25/2024
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
TX
07/26/2021 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (Dallas TX)
IL
11/17/2016 - 07/01/2021
AON SECURITIES LLC (CHICAGO IL)
TX
04/07/2014 - 07/18/2016
PRINCIPAL SECURITIES, INC. (Addison TX)
TX
09/26/2012 - 06/10/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
NC
12/11/2008 - 04/03/2012
CLARK SECURITIES, INC. (GREENSBORO NC)
MI
09/18/2007 - 07/28/2008
AXA ADVISORS, LLC (SAGINAW MI)
BC
Issued 10/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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