Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Feldman is an investment advisor representative at Stifel, Nicolaus & Company, Inc., a firm with a large presence in the financial industry. Brandon is registered in numerous states and has a strong track record in securities trading and investment advice. He is well-versed in a variety of financial products and services, and has expertise in financial planning, pension consulting, and portfolio management for individuals and businesses. Brandon's dedication to his clients is evident in his diverse clientele, which includes high-net-worth individuals, charitable organizations, and corporations. His professional background includes previous roles at Barclays Capital Inc. and Morgan Stanley, giving him a broad understanding of the financial market.
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.
1
2
DC
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (WASHINGTON DC)
DC
02/15/2013 - 12/04/2015
BARCLAYS CAPITAL INC. (WASHINGTON DC)
DC
07/09/2012 - 03/01/2013
MORGAN STANLEY (WASHINGTON DC)
BOTH
Issued 08/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brandon Feldman is the right advisor for you? Invested Better is here to help.
