Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Daniels is an investment advisor representative registered with U.S. Bancorp Investments, Inc. Brandon has 12 years of experience in the securities industry. Brandon's current employment with U.S. Bancorp Investments, Inc. began on 12/23/2021. Previously, Brandon was registered with WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, VALIC FINANCIAL ADVISORS, INC., and CHASE INVESTMENT SERVICES CORP. Brandon has passed the Series 6, 7, 63 and 66 exams. Brandon holds licenses in Arizona.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
12/23/2021 - Present
U.s. Bancorp Investments, Inc. (Los Angeles CA)
AZ
03/22/2016 - 12/10/2021
WELLS FARGO CLEARING SERVICES, LLC (MESA AZ)
AZ
09/30/2015 - 03/14/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
IL
10/01/2014 - 07/23/2015
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
03/14/2014 - 08/28/2014
WELLS FARGO ADVISORS, LLC (OAK BROOK IL)
IL
07/12/2012 - 01/29/2014
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IN
03/29/2010 - 07/19/2012
CHASE INVESTMENT SERVICES CORP. (HAMMOND IN)
BOTH
Issued 04/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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