Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Nathaniel Lee is an investment advisor representative with State Farm Investment Management Corp. Brandon has been in the financial services industry for over 10 years. Brandon has passed the Series 63 and Series 65 exams. Brandon has registrations for Broker-Dealer and Investment Advisor in Arizona, California, Nevada and Oregon. Brandon has a branch office located in Danville, CA.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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CA
06/10/2023 - Present
State Farm Investment Management Corp. (Danville CA)
IA
Issued 04/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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