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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Robles is an investment advisor representative with Fidelity Personal And Workplace Advisors. Brandon has been in the securities industry since December 2012. Brandon has a Series 6, 7, 63, and 66 licenses as well as the SIE exam. Brandon is registered in 40 states and the District of Columbia. Brandon specializes in providing investment advice to high net worth individuals, corporations, and pension plans. Brandon's firm, Fidelity Personal And Workplace Advisors, provides investment advice and financial planning services to a wide range of clients, including individuals, businesses, and institutions. Fidelity Personal And Workplace Advisors is a registered investment advisor with the Securities and Exchange Commission.
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.
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2
CA
09/30/2021 - Present
Fidelity Personal AND Workplace Advisors (IRVINE CA)
CA
11/20/2012 - 08/18/2021
J.P. MORGAN SECURITIES LLC (WHITTIER CA)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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