Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Lyle Enriquez is a financial advisor who has been in the industry since 2002. Brandon is registered with Fidelity Personal and Workplace Advisors, a firm that provides a range of financial services, including financial planning, investment management, and educational seminars. Brandon has been with Fidelity Personal and Workplace Advisors since 2018 and has previously worked with Transamerica Financial Advisors, Inc, UBS Financial Services Inc, Citigroup Global Markets Inc, Wachovia Securities, LLC, Waddell & Reed, Inc, Dain Rauscher Incorporated, American Express Financial Advisors Inc, and IDS Life Insurance Company.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MN
06/13/2008 - 12/21/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
MN
08/20/2004 - 12/18/2007
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
NY
05/04/2004 - 09/09/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
08/11/2003 - 10/17/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
KS
01/29/2002 - 06/17/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
02/15/2001 - 09/05/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
MN
03/10/2000 - 11/24/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/10/2000 - 11/24/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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