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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 Denihan is an Investment Advisor Representative at Lido, based in Atlanta, Georgia. Brandon has been in the financial services industry since 2000 and has a broad range of experience working with clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Brandon holds the Series 6, 7, 63, and 65 licenses and is registered in California, Florida, and Georgia. Brandon is committed to providing personalized financial advice to help 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.
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.
Strategic management for diversified investment portfolios.
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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GA
02/02/2024 - Present
Lido (ATLANTA GA)
NC
09/06/2000 - 09/09/2004
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 03/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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