Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon McAlister is a financial advisor who has been in the industry since 2021. Brandon is registered with Cetera Investment Advisers LLC and has worked with firms such as UNest Securities, LLC, Robinhood Financial, LLC, and Vanguard Marketing Corporation. Brandon is a Series 63, 65 and 24 license holder and has a background in financial planning, pension consulting, educational seminars and portfolio management.
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.
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
AZ
03/07/2024 - Present
Cetera Investment Advisers LLC (Phoenix AZ)
CA
10/05/2022 - 02/21/2024
UNEST SECURITIES, LLC (NORTH HOLLYWOOD CA)
AZ
05/13/2022 - 08/05/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
05/24/2021 - 05/03/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 01/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/06/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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