Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Schwab is a financial advisor currently registered with Sequoia Financial Group, LLC. Brandon has been working in the financial services industry for over 16 years. Brandon has experience working for several prominent financial institutions, including Eaton Vance Distributors, Inc., J.P. Morgan Securities LLC, UBS Financial Services Inc., Sanford C. Bernstein & Co., LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Brandon holds the Series 7, Series 63, and Series 66 licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
05/19/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
MA
11/20/2018 - 05/01/2020
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
FL
07/21/2017 - 08/01/2018
J.P. MORGAN SECURITIES LLC (WINDERMERE FL)
FL
08/06/2014 - 07/10/2017
UBS FINANCIAL SERVICES INC. (ORLANDO FL)
NY
01/31/2007 - 02/25/2011
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
01/30/2006 - 11/16/2006
METLIFE SECURITIES INC. (NEW YORK NY)
NY
01/30/2006 - 11/16/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brandon Schwab is the right advisor for you? Invested Better is here to help.
