Unclaimed
Brandon Wilkins is a financial advisor with over 10 years of experience in the industry. Brandon is currently registered with Raymond James Financial Services Advisors, Inc. and is based in Plainwell, Michigan. Brandon is registered as a Registered Representative and Investment Advisor Representative with the state of Michigan. Prior to joining Raymond James Financial Services Advisors, Inc., Brandon was associated with EDWARD JONES.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
04/12/2021 - Present
Raymond James Financial Services Advisors, Inc. (Plainwell MI)
MI
11/21/2012 - 04/13/2021
EDWARD JONES (HASTINGS MI)
BOTH
Issued 12/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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