Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Lewis is a financial advisor registered with Equitable Advisors, LLC. Brandon has been in the financial services industry since 2021 and has been with Equitable Advisors since 2021. He is licensed in Florida and has Series 7TO and SIE securities licenses. Brandon provides financial planning, portfolio management, and educational seminars to clients.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/10/2024 - Present
Equitable Advisors, LLC (WEST PALM BEACH, FL)
BC
Issued 12/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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