Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Perry is a financial advisor with Wells Fargo Clearing Services, LLC. Brandon has been in the financial industry since January 2022. Brandon has Series 63, Series 65 and Series 7 licenses and has experience in a variety of areas, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
09/21/2023 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
01/20/2022 - 11/15/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
IA
Issued 07/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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