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Brandon Kenneth Sewers is a registered investment advisor representative with Morgan Stanley in Oak Brook, Illinois. Brandon has been in the industry for several years and has passed a number of exams, including the Series 66, Series 7TO and the SIE. Brandon specializes in working with clients such as individuals, high net worth individuals, insurance companies, investment companies, charitable organizations, corporations or other businesses, banking or thrift institutions, pension and profit-sharing plans, state or municipal government entities and investment clubs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
10/25/2024 - Present
Morgan Stanley (Oak Brook IL)
BOTH
Issued 11/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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