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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Jay Abbe is a financial advisor with Wells Fargo Advisors Financial Network, LLC and has been in the industry since February 10, 1997. Brandon Abbe has a broad range of experience with previous roles at Morgan Stanley, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., UBS PaineWebber Inc. and MML Investors Services, Inc. Brandon Abbe is registered with the states of Arizona, California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, Pennsylvania, South Carolina, and Virginia. Brandon Abbe has achieved a number of licenses and certifications, including Series 6, 7, 24, 31, 63, 65, and 66. Brandon Abbe is also a Registered Representative and Investment Advisor Representative for Wells Fargo Advisors Financial Network, LLC.
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.
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2
NY
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (BOHEMIA NY)
NY
06/01/2009 - 06/02/2014
MORGAN STANLEY (JERICHO NY)
NY
01/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERICHO NY)
NY
02/14/2003 - 01/31/2008
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NJ
08/24/2000 - 02/26/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MA
12/24/1996 - 07/05/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 05/14/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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