Unclaimed
Brandon Preston Mahoney is a registered representative with Goldman Sachs & Co. LLC, a broker-dealer with a broad scope of business. Brandon has been in the securities industry since June 2019, when he began his career with Mercer Allied Company, L.P. He holds the Series 7, Series 63, and SIE exams and is licensed to conduct securities business in all 50 states, as well as Puerto Rico and the Virgin Islands. Brandon specializes in providing investment advice to a wide range of clients, including individuals, corporations, and pooled investment vehicles. He is an active member of the financial services community and is committed to providing his clients with the highest level of service and expertise.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
10/01/2019 - Present
Goldman Sachs & Co. LLC (COHOES NY)
NY
06/26/2019 - 10/10/2019
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
BC
Issued 07/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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