Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Edmondson has been in the financial services industry since July 1984. Brandon is a Registered Representative and Investment Adviser Representative with Morgan Stanley. Brandon has held prior roles with WELLS FARGO ADVISORS, LLC and PRUDENTIAL SECURITIES INCORPORATED. Brandon holds several licenses including Series 7, 8, 9, 10, 63 and 65. Brandon's firm, Morgan Stanley, is a large firm based in Purchase, New York. Morgan Stanley manages more than $1.4 Trillion in assets and provides a wide range of financial services to both individuals and institutions. Brandon's experience, licenses and affiliation with Morgan Stanley make him well-equipped to assist clients with a variety of financial needs.
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
WV
06/11/2009 - Present
Morgan Stanley (CHARLESTON WV)
WV
07/01/2003 - 05/26/2009
WELLS FARGO ADVISORS, LLC (CHARLESTON WV)
NY
06/20/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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