Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Foster is an active investment advisor representative with over 17 years of experience in the financial services industry. Brandon is registered with First Citizens Investor Services, Inc. and has previously worked at BB&T Securities, LLC, BB&T Investment Services, Inc., and Wells Fargo Advisors, LLC. Brandon holds the Series 6, 7, 63, and 66 securities licenses, and has earned the Certified Financial Planner designation. Brandon specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, and other businesses, as well as to charitable organizations and pension and profit-sharing plans.
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.
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
NC
11/07/2024 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
09/13/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (COLUMBIA SC)
SC
05/02/2006 - 09/05/2013
WELLS FARGO ADVISORS, LLC (CAYCE SC)
BOTH
Issued 08/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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