Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Cory is a financial advisor registered with Wells Fargo Clearing Services, LLC, working out of the Champaign, IL branch office. Brandon has been in the financial services industry since 2014 and has worked with both Midwestern Securities Trading Company, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brandon holds the Series 66, SIE, and Series 7 securities licenses. Brandon is registered to provide investment advisory services in Illinois 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.
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
IL
11/16/2017 - Present
Wells Fargo Clearing Services, LLC (CHAMPAIGN IL)
IL
09/02/2016 - 11/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAMPAIGN IL)
IL
08/04/2014 - 08/26/2016
MIDWESTERN SECURITIES TRADING COMPANY, LLC (EAST PEORIA IL)
BOTH
Issued 07/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities 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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