Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Lawrence Jones is a financial advisor at Stifel, Nicolaus & Company, Inc. based in Pittsburgh, PA. Brandon has been in the financial services industry since 1994 and has held a Series 7 and Series 63 license since 1993 and 1994, respectively. Brandon also holds a Series 3 license and the SIE exam. Brandon has experience working with various financial institutions such as Legg Mason Wood Walker, Incorporated, Goldman, Sachs & Co., Prudential Securities Incorporated, and Vector Securities International, Inc. Brandon's specializations include providing financial advice and portfolio management for businesses and individuals. Brandon is registered in several states, including Arizona, Arkansas, California, Connecticut, Florida, Georgia, Illinois, New York, Ohio, Pennsylvania, and Texas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
12/01/2005 - Present
Stifel, Nicolaus & Company, Inc. (PITTSBURGH PA)
MD
09/09/2003 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
09/28/1999 - 04/10/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
07/06/1999 - 09/24/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/27/1997 - 07/02/1999
VECTOR SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NA
01/05/1994 - 09/15/1997
DAIN BOSWORTH INCORPORATED
BC
Issued 02/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 3 - National Commodity Futures Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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