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 Vornhagen is an investment advisor representative with RBC Capital Markets, LLC, a broker-dealer and investment advisor. Brandon is registered with the state of Ohio and Texas. Brandon is a registered representative with FINRA (Financial Industry Regulatory Authority). He is also a registered investment advisor with the state of Ohio. Brandon has been in the financial services industry for over 3 years. He holds Series 7, Series 63, Series 65, and SIE licenses. His experience includes working with Morgan Stanley, MML Investors Services, LLC, and Western Southern Life. Brandon specializes in serving high-net-worth individuals, corporations, and charitable organizations. He provides investment advice and portfolio management services. His investment advisory services include: financial planning, portfolio management, pension consulting, selection of other advisors, and publication of periodicals.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/23/2024 - Present
RBC Capital Markets, LLC (Cincinnati OH)
OH
12/07/2023 - 08/27/2024
MORGAN STANLEY (Cincinnati OH)
OH
06/08/2022 - 12/05/2023
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
OH
09/18/2020 - 06/13/2022
W&S BROKERAGE SERVICES, INC. (LOVELAND OH)
IA
Issued 04/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, 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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