Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Robert Allain is an investment advisor representative at M Holdings Securities, Inc. Brandon has been in the industry since April 2015. Brandon is licensed to provide investment advice in North Carolina and South Carolina. Brandon is also registered as a Registered Representative with FINRA and is a member of the North Carolina Securities Division. Brandon's previous experience includes working at AXA Advisors, LLC. Brandon offers financial planning, portfolio management, and educational seminars to individuals, businesses, and retirement plans.
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.
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.
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.
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2
NC
12/09/2019 - Present
M Holdings Securities, Inc. (CHARLOTTE NC)
NC
04/14/2015 - 12/16/2019
AXA ADVISORS, LLC (CHARLOTTE NC)
IA
Issued 07/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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