Unclaimed
Brandon Labbe is an Investment Advisor Representative at Elm Partners Management LLC. Brandon is registered in Pennsylvania and has been in the financial industry since 2014. Brandon holds a Series 65 license and has experience with financial planning and portfolio management for individuals and pooled investment vehicles.
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.
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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PA
05/08/2024 - Present
ELM Partners Management LLC (PHILADELPHIA PA)
IA
Issued 05/08/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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