Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon John Shohdy is a financial advisor at Fidelity Personal And Workplace Advisors. Brandon has been in the financial services industry since 2023 and holds Series 7TO, SIE, 63 and 66 securities licenses. Brandon is registered with FINRA and the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Brandon is a licensed Investment Advisor Representative in California and Texas. Brandon specializes in retirement planning, college savings, estate planning, insurance planning and financial planning.
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.
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
CA
08/08/2023 - Present
Fidelity Personal AND Workplace Advisors (BREA CA)
BOTH
Issued 06/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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