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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 Marinelli is a financial advisor at Morgan Stanley. Brandon has been in the financial services industry since 2001. Prior to joining Morgan Stanley, Brandon worked at Raymond James Financial Services, Inc., Raymond James & Associates, Inc., LPL Financial LLC, and Lincoln Financial Advisors Corporation. Brandon is a Certified Financial Planner. Brandon is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 7, 24, 63, and 65 licenses. Brandon is registered to offer investment advisory services in Connecticut and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
01/26/2024 - Present
Morgan Stanley (West Hartford CT)
CT
09/02/2021 - 01/30/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (West Hartford CT)
CT
05/27/2016 - 09/14/2021
RAYMOND JAMES & ASSOCIATES, INC. (West Hartford CT)
CT
10/31/2008 - 04/22/2016
LPL FINANCIAL LLC (WEST HARTFORD CT)
CT
01/18/2005 - 11/04/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (NEWINGTON CT)
IN
01/18/2005 - 03/29/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/20/2001 - 02/01/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 03/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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