Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Kustek is a financial advisor at Fidelity Personal And Workplace Advisors. Brandon has been in the industry since 2019 and has a Series 7TO, Series 66 and SIE licenses. Brandon specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Brandon is registered in New Jersey, New York, 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.
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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NY
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (LAKE GROVE NY)
NY
03/06/2019 - 06/28/2019
AXA ADVISORS, LLC (WOODBURY NY)
BOTH
Issued 04/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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