Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Morris is a financial advisor with Kestra Advisory Services, LLC, in Troy, MI. Brandon has been in the financial industry since 2008. Brandon is registered with the state of Michigan and holds Series 6, 7, 63 and 65 licenses. Brandon offers a variety of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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.
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
MI
05/05/2022 - Present
Kestra Advisory Services, LLC (Troy MI)
MI
02/14/2018 - 05/31/2022
LPL FINANCIAL LLC (TROY MI)
MI
07/24/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (TROY MI)
MI
02/20/2013 - 07/24/2014
AXA ADVISORS, LLC (TROY MI)
MI
03/28/2011 - 02/20/2013
SIGMA FINANCIAL CORPORATION (MT. CLEMENS MI)
CO
07/02/2008 - 06/10/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 03/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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