Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Gay is a financial advisor with Sovereign Wealth Advisors LLC. Brandon has been in the financial industry since September 12, 2010. Brandon Gay specializes in financial planning, pension consulting, and portfolio management for individuals. Brandon Gay holds Series 63, 65, 7 and SIE 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.
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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TX
01/17/2020 - Present
Sovereign Wealth Advisors LLC (HOUSTON TX)
TX
09/13/2010 - 03/01/2016
WELLS FARGO ADVISORS, LLC (SUGAR LAND TX)
IA
Issued 11/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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