Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon McKown is a financial advisor with Wells Fargo Clearing Services, LLC. Brandon has over 20 years of experience in the financial services industry. Brandon is registered with FINRA and holds the Series 6, 7, 63, and 66 licenses as well as the SIE. Brandon's experience with other firms includes First Union Brokerage Services, Inc. and TFS Securities, Inc. Brandon specializes in providing financial planning and investment consulting services to individuals, businesses, and institutions. Brandon is committed to providing personalized service and helping his clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
08/19/2013 - Present
Wells Fargo Clearing Services, LLC (OAKHURST NJ)
NC
12/08/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
10/15/1996 - 04/21/1997
TFS SECURITIES, INC. (LINCROFT NJ)
BOTH
Issued 01/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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