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 Shephard is a Registered Representative and Investment Advisor Representative who has been in the financial services industry since 2015. Brandon Michael Shephard is currently registered with Ally Invest Advisors in Charlotte, North Carolina. Brandon Michael Shephard specializes in providing financial advice and portfolio management services to individuals and high-net-worth individuals. Prior to joining Ally Invest Advisors, Brandon Michael Shephard was employed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, PNC INVESTMENTS, and WELLS FARGO CLEARING SERVICES, LLC. Brandon Michael Shephard holds the Series 66, SIE, and Series 7 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
08/17/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
NC
02/21/2018 - 04/30/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Charlotte NC)
NC
01/16/2018 - 01/30/2018
PNC INVESTMENTS (CHARLOTTE NC)
NC
08/03/2015 - 08/29/2017
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 10/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Shephard is the right advisor for you? Invested Better is here to help.
