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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 Kepley is an investment advisor representative at Cetera Investment Advisers LLC. Brandon has been in the industry since 2021 and is currently registered with the state of California and Texas. Brandon has a Series 66, Series 7 and SIE license. Brandon previously worked at Securian Financial Services, Inc. and Cetera Investment Services LLC. Brandon specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
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2
CA
05/14/2024 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
10/21/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
CA
02/03/2021 - 09/23/2021
CETERA INVESTMENT SERVICES LLC (MONROVIA CA)
BOTH
Issued 3/3/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/3/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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