Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Maxwell Cohen is a financial advisor with Fisher Investments. Brandon has been in the industry for over 10 years, and has a proven track record of helping clients achieve their financial goals. Brandon is a registered representative in Florida and Texas. Brandon specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/25/2023 - Present
Fisher Investments (PLANO TX)
VA
11/13/2015 - 06/20/2018
WELLS FARGO CLEARING SERVICES, LLC (ALEXANDRIA VA)
MD
01/24/2013 - 11/24/2015
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
BOTH
Issued 05/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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