Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Lee Montierth is a financial advisor with National Financial Services LLC. Brandon has over 7 years of experience in the financial services industry. Brandon has Series 7, 63 and 66 licenses and holds the SIE designation.
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.
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.
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TX
01/25/2023 - Present
National Financial Services LLC (WESTLAKE TX)
TX
11/11/2021 - 11/30/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/10/2015 - 10/05/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 12/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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