Unclaimed
Brandon Marcel Hogue is a financial advisor with Truist Advisory Services, Inc. in Jacksonville, Florida. Brandon has been in the financial services industry since 2000. He has a Series 6, 7, 24, 63 and 66 licenses. Brandon has experience in various areas of financial planning, including retirement planning, investment management, and estate planning. He is dedicated to helping clients achieve their financial goals.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
07/13/2018 - Present
Truist Advisory Services, Inc. (JACKSONVILLE FL)
FL
04/10/2013 - 03/10/2014
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
10/01/2000 - 11/12/2012
WELLS FARGO ADVISORS, LLC (BRADENTON FL)
NC
05/05/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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