Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Williams is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in GREENSBORO, NC. Brandon has been in the industry since 2019 and has experience with Edward Jones and Wells Fargo Clearing Services, LLC. Brandon is licensed in NC, TX, FL, GA, KY, NJ, SC, TN, VA and holds Series 7, SIE and Series 66 licenses. Brandon specializes in investments for individuals, corporations and business development companies, charitable organizations, pension and profit-sharing plans, insurance companies, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NC
06/12/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENSBORO NC)
NC
09/04/2019 - 04/06/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
11/20/2018 - 07/26/2019
EDWARD JONES (GREENSBORO NC)
BOTH
Issued 12/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brandon Williams is the right advisor for you? Invested Better is here to help.
