Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Michael Montgomery is a financial advisor with Empower Advisory Group, LLC, based in Greenwood Village, CO. Brandon has been in the financial industry since 2014. Brandon has a Series 7, Series 66, and SIE licenses. Brandon specializes in providing financial planning and portfolio management services to individuals and businesses. Brandon's previous experience includes working as a financial advisor at J.P. Morgan Securities LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
TX
07/01/2014 - 08/30/2017
J.P. MORGAN SECURITIES LLC (FRISCO TX)
BOTH
Issued 07/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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