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Brandon Michael Smith

Sentry Equity Services, Inc.

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About Brandon Michael Smith

Brandon Michael Smith is a financial professional registered with Sentry Equity Services, Inc. and is licensed to sell securities in Maryland. Brandon has been in the financial services industry since 2016 and has passed the Series 6, Series 63, and SIE exams. Brandon's previous experience includes working at Lincoln Financial Securities Corporation.

Firm Information

Brandon Smith is currently registered with Sentry Equity Services, Inc.. Sentry Equity Services, Inc. is a corporation formed in May 1969, registered in all 50 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brandon Smith’s Registration & Firm History

WI

08/18/2020 - Present

Sentry Equity Services, Inc. (STEVENS POINT WI)

PA

03/22/2016 - 07/12/2018

LINCOLN FINANCIAL SECURITIES CORPORATION (YORK PA)

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Licenses & Designations

BC

Issued 04/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Michael Smith.
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