Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Mann is a financial advisor with over 20 years of experience in the industry. Brandon is currently registered with Ameritas Advisory Services, LLC. Brandon has held previous registrations with D.A. Davidson & Co., Smith Hayes Financial Services Corporation, Securities America, Inc., Sorrento Pacific Financial, LLC, and Citigroup Global Markets Inc. Brandon is registered to provide investment advice in 50 states, and has earned Series 7, 24, 52, 53, 63, 65, and 79 licenses.
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.
Solicitor fees
1
2
NE
11/01/2021 - Present
Ameritas Advisory Services, LLC (LINCOLN NE)
NE
07/25/2016 - 08/23/2016
D.A. DAVIDSON & CO. (LINCOLN NE)
NE
04/29/2010 - 07/25/2016
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
NE
07/22/2009 - 04/21/2010
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
01/04/2007 - 07/31/2009
SORRENTO PACIFIC FINANCIAL, LLC (WAHOO NE)
NE
06/09/2006 - 01/09/2007
SECURITIES AMERICA, INC. (LINCOLN NE)
NE
04/29/2005 - 05/26/2006
CITIGROUP GLOBAL MARKETS INC. (LINCOLN NE)
MO
02/20/2002 - 05/03/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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