Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon M Ross is an active investment advisor representative with Quotient Wealth Partners, LLC. Brandon has been in the financial services industry since 2001. Brandon specializes in retirement planning, investment management, and financial planning. Brandon has experience working with individuals, high-net-worth individuals, and corporations. Previously, Brandon worked at Goldman Sachs Personal Financial Management, Girard Securities, and Cetera Advisor Networks LLC.
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.
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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TX
09/01/2023 - Present
Quotient Wealth Partners, LLC (Irving TX)
TX
09/10/2020 - 10/13/2023
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
09/10/2020 - 10/13/2023
MERCER ALLIED COMPANY, L.P. (IRVING TX)
TX
11/01/2017 - 05/07/2019
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
10/21/2011 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
04/12/2002 - 11/07/2011
LPL FINANCIAL LLC (IRVING TX)
GA
02/20/2001 - 04/12/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
06/11/1998 - 12/31/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 07/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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