Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Stymiest is an investment advisor representative and registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brandon has been in the securities industry since September 20, 2005, and is registered with the state of North Carolina. Brandon has passed the Series 66, Series 7 and SIE exams. Brandon previously worked for BANC OF AMERICA INVESTMENT SERVICES, INC.. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. in 2009, Brandon worked at BANC OF AMERICA INVESTMENT SERVICES, INC. for over four years. In addition to his work at Merrill Lynch, Pierce, Fenner & Smith Inc., Brandon is also part of the LLC agreement for Instacart and Uber, but does not have any involvement in the day-to-day business activities or finances of these organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NC
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
09/20/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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