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 Vance is a financial advisor at UBS Financial Services Inc., located in Charlotte, NC. Brandon has been in the industry since 2020 and has experience with UBS Financial Services Inc. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Brandon has the Series 7TO and SIE securities licenses. Brandon's specializations include portfolio management, financial planning and investment advisory services for individuals, corporations, and other businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
05/10/2023 - Present
UBS Financial Services Inc. (CHARLOTTE NC)
NC
09/06/2022 - 05/09/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
12/07/2020 - 02/18/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brandon Vance is the right advisor for you? Invested Better is here to help.
