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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Robert Gattis is a financial advisor with Fidelity Personal and Workplace Advisors. Brandon has been in the financial industry since 2004. His experience includes working for T. Rowe Price Investment Services, Inc. Brandon is registered with the Securities and Exchange Commission (SEC) as a Registered Representative (RR) and an Investment Advisor Representative (IAR) and holds the Series 66, Series 7, and SIE exams. Brandon is registered in the following states: Alaska, Arizona, California, Colorado, Florida, Louisiana, Maryland, Michigan, Montana, Nevada, Oregon, Tennessee, Texas, and Washington. Brandon specializes in providing financial planning, educational seminars, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
01/22/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
10/14/2004 - 04/12/2012
T. ROWE PRICE INVESTMENT SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 01/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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