Unclaimed
Brandon Mallinckrodt is a financial advisor with over 15 years of experience in the industry. Brandon is currently registered with &partners in Missouri, and previously worked at UBS Financial Services Inc. and J.A. Glynn Investments, LLC. Brandon is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/22/2024 - Present
&partners (CHESTERFIELD MO)
MO
04/29/2020 - 09/03/2024
UBS FINANCIAL SERVICES INC. (CHESTERFIELD MO)
MO
01/30/2017 - 01/10/2020
J.A. GLYNN INVESTMENTS, LLC. (ST LOUIS MO)
BC
Issued 03/24/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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