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 Wilson is a financial advisor who has been working in the industry since 2021. Brandon is registered with Fidelity Personal And Workplace Advisors, and is a Certified Financial Planner and a Chartered Financial Consultant. Brandon holds Series 7, 9, 10, and 63 securities licenses. Brandon provides a range of financial services, including financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Brandon previously worked at Northwestern Mutual Investment Services, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
02/08/2023 - Present
Fidelity Personal AND Workplace Advisors (COLORADO SPRINGS CO)
CO
02/02/2021 - 01/06/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLORADO SPGS CO)
BC
Issued 02/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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