Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Potter is a financial advisor registered with Eagle Strategies LLC, a registered investment advisor (RIA) based in New York. Brandon's advisory career began in 2014, and has experience in various financial roles across Texas and Illinois, including with Fidelity Brokerage Services LLC, Horace Mann Investors, Inc., Horace Mann Companies, New York Life Insurance Company, and NYLIFE Securities LLC. Brandon Potter holds the Series 65, Series 63, Series 7, Series 10, and Series 9 licenses. Brandon is registered to offer advisory services in Arizona, California, Colorado, Oklahoma, 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.
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
TX
12/22/2023 - Present
Eagle Strategies LLC (FORT WORTH TX)
TX
06/03/2019 - 07/31/2019
HORACE MANN INVESTORS, INC. (Fort Worth TX)
TX
08/04/2014 - 05/17/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/12/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/7/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/4/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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