Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Pruss is a financial advisor at UBS Financial Services Inc. with over 16 years of experience in the financial services industry. Brandon's previous experience includes positions with Charles Schwab & Co., Inc., Investment Professionals, Inc., PNC Investments, SunTrust Investment Services, Inc., Securities America, Inc., NatCity Investments, Inc. and PNC Investments. Brandon is registered to provide investment advice in 28 states and has Series 7, 26 and 66 licenses. Brandon is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
PA
01/14/2022 - Present
UBS Financial Services Inc. (PITTSBURGH PA)
PA
07/13/2015 - 02/08/2022
CHARLES SCHWAB & CO., INC. (Cranberry Township PA)
PA
02/03/2012 - 11/01/2013
INVESTMENT PROFESSIONALS, INC. (PITTSBURGH PA)
PA
07/20/2009 - 12/13/2011
PNC INVESTMENTS (PITTSBURGH PA)
NC
07/09/2008 - 05/05/2009
SUNTRUST INVESTMENT SERVICES, INC. (OXFORD NC)
NC
03/07/2008 - 07/26/2008
SECURITIES AMERICA, INC. (DURHAM NC)
NC
03/09/2006 - 03/07/2008
SUNTRUST INVESTMENT SERVICES, INC. (RALEIGH NC)
PA
08/23/2005 - 03/04/2006
NATCITY INVESTMENTS, INC. (PITTSBURGH PA)
PA
03/09/2005 - 07/22/2005
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 4/9/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/26/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/8/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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