Unclaimed
Brandon Mascarell is a financial advisor with Raymond James & Associates, Inc. He has been in the industry for over 2 years. His previous experience includes a role with Vanguard Marketing Corporation. Brandon is registered with the state of Florida. He is a Series 7TO, Series 63, and SIE licensed professional. Brandon is dedicated to providing his clients with personalized financial advice. He offers a wide range of financial services, including financial planning, portfolio management, and investment advisory.
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.
Guidance on pension options to ensure a secure financial future.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/27/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NC
07/02/2021 - 04/25/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 07/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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