Unclaimed
Brandon Reese Joslin is a financial advisor with LPL Enterprise, LLC. Brandon has been in the financial services industry since March 2022. Brandon has been registered with the state of Kansas since May 2022 and the state of Missouri since July 2024. Brandon has passed the Series 7TO, SIE, and Series 66 exams. Brandon holds a license in both Kansas and Missouri.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
1
2
MO
11/14/2024 - Present
LPL Enterprise, LLC (ST LOUIS MO)
BOTH
Issued 05/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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