Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Maggio is a registered representative with Key Investment Services LLC. He is a Series 7, 63, and 66 licensed professional. Brandon has been in the financial services industry since 2020 and has experience providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Brandon provides portfolio management services and also helps clients select other advisors as needed. Brandon is licensed to practice in New York.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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OH
07/03/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
11/19/2020 - 06/21/2024
PRUCO SECURITIES, LLC. (Syracuse NY)
BOTH
Issued 07/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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