Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Levine is a financial advisor with Janney Montgomery Scott LLC based in PALM BEACH GARDENS, FL. Brandon has been in the financial services industry since 2007. Prior to joining Janney Montgomery Scott, Brandon worked with RAYMOND JAMES & ASSOCIATES, INC., UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and OPPENHEIMER & CO. INC.
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.
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.
Fee plus commission
1
2
FL
10/06/2022 - Present
Janney Montgomery Scott LLC (PALM BEACH GARDENS FL)
FL
07/02/2014 - 10/17/2022
RAYMOND JAMES & ASSOCIATES, INC. (Palm Beach Gardens FL)
FL
07/06/2010 - 07/14/2014
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
FL
08/04/2008 - 06/15/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
FL
07/09/2007 - 07/28/2008
OPPENHEIMER & CO. INC. (BOCA RATON FL)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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