Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Rockwell Thomas is an active investment advisor representative with Envestnet PMC and QRG Capital Management, Inc.. Brandon has been in the industry since 1992. Brandon has been registered with Envestnet PMC since 2004 and QRG Capital Management, Inc. since 2020. Brandon is registered with the state of Illinois as an Investment Advisor Representative.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
IL
10/22/2004 - Present
Envestnet PMC (CHICAGO IL)
IL
09/28/2001 - 02/17/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
03/14/1995 - 01/21/2000
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
IL
02/11/1992 - 06/30/1994
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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