Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Dixon-james is an Investment Advisor Representative with over 19 years of experience in the financial services industry. Brandon has worked with clients in a variety of roles at firms including J.P. Morgan Securities LLC, Chase Investment Services Corp., Citigroup Global Markets Inc., WAMU INVESTMENTS, INC., and PRUCO SECURITIES, LLC. Currently, Brandon is an Investment Advisor Representative with Osaic Wealth, Inc. and NWF Advisory Services Inc., both based in Fresno, CA.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/11/2013 - Present
Osaic Wealth, Inc. (FRESNO CA)
CA
10/01/2012 - 01/08/2013
J.P. MORGAN SECURITIES LLC (GRANADA HILLS CA)
CA
02/12/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GRANADA HILLS CA)
CA
08/01/2008 - 01/21/2010
CITIGROUP GLOBAL MARKETS INC. (WOODLAND HILLS CA)
CA
01/22/2007 - 08/06/2008
WAMU INVESTMENTS, INC. (CANOGA PARK CA)
CA
07/12/2004 - 01/22/2007
PRUCO SECURITIES, LLC. (FRESNO CA)
BOTH
Issued 08/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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