Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Jeffrey Brindley is a registered representative with Schwab Wealth Advisory, Inc., and has been working in the financial services industry since January 7, 2021. Brandon is registered in 51 states as well as in Missouri for investment advisory services. Brandon has passed the Series 7TO, SIE, 63 and 66 exams. Brandon also works as a pickleball coach. Brandon is a financial professional who is dedicated to helping clients achieve their financial goals.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
MO
04/24/2024 - Present
Schwab Wealth Advisory, Inc. (Saint Louis MO)
MO
01/07/2021 - 12/31/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 04/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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