Unclaimed
Brandon Reid Knox is a financial professional with over 12 years of experience in the industry. Brandon is currently registered with Charles Schwab & Co., Inc. Brandon has also previously held positions at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Brandon's experience and expertise make him a valuable resource for clients seeking financial guidance and advice.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
05/17/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
10/01/2012 - 04/10/2022
J.P. MORGAN SECURITIES LLC (SUN CITY WEST AZ)
AZ
01/18/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUN CITY WEST AZ)
BC
Issued 12/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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