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 who has been in the industry since 2007. Brandon is currently registered with UBS Financial Services Inc. Prior to joining UBS, Brandon worked with CHARLES SCHWAB & CO., INC. and INVESTMENT PROFESSIONALS, INC. Brandon is licensed to offer financial services in several states including Pennsylvania, Texas, Arizona, California, Colorado and Florida.
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 04/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2005
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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