Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Pettegrew is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brandon has been in the financial services industry since May 2017. Brandon holds the Series 63, Series 7, and SIE securities licenses. Brandon is registered to sell securities in Florida. Brandon is also registered to sell securities in New York. Brandon is located in New York City, New York. Brandon has experience in working with a variety of client types including Individuals, High Net Worth Individuals, Insurance Companies, Charitable Organizations, Corporations or Other Businesses, Pension and Profit Sharing Plans, and State or Municipal Government Entities. Brandon specializes in providing investment advice and services to individuals and businesses. Brandon is a dedicated and experienced financial advisor committed to helping clients achieve their financial goals.
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
NY
05/23/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BC
Issued 06/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2017
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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